Bring relevant research into view for each new contact
See whether your research workspace already holds useful context when a new person enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
Teams may repeat questions or miss prior findings when customer history is spread across tools.
- Surface relevant research without a manual search.
- Help teams use existing findings in customer follow-up.
- Reduce repeated discovery work across tools.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search Dovetail using available contact context and summarize useful results.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the search results.
Questions about this workflow
Does this change Dovetail data?
No. This uses Dovetail Magic Search to find relevant workspace content.
Where will I see the results?
Choose a report destination during setup. Notis can summarize the search results in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dovetail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Contact Created Trigger
Contact Created Trigger
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Hubspot and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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