Make deal stage changes ready for import
When a deal moves stages, prepare its available record data for a Dromo import so the next review starts with current information.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Upload File To Headless Import
Tool to upload a file to a headless import. use after obtaining a signed upload url from dromo. performs an http put of raw bytes to the provided signed url.
Why this helps
Deal updates can get lost between pipeline reviews and spreadsheet based processes, creating extra follow-up work.
- Prepare changed deal records for a Dromo import.
- Make pipeline changes easier to review alongside other data.
- Reduce repetitive exporting after stage updates.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dromo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to prepare the updated deal record for import and upload it to your Dromo headless import using an available signed upload URL.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real stage change and confirm the import received the updated record.
Questions about this workflow
Will this include the deal's full stage history?
The trigger describes a deal stage update. Do not assume a full stage history is available unless HubSpot provides it in the returned data.
What if a signed upload URL is unavailable?
The Dromo upload action needs a signed upload URL. The run should report that it cannot upload if the URL is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dromo. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dromo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Uploads
Tool to retrieve a list of all uploads stored by dromo for your organization. use when you need to paginate or filter uploads.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Upload File To Headless Import
Tool to upload a file to a headless import. use after obtaining a signed upload url from dromo. performs an http put of raw bytes to the provided signed url.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Dromo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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