Keep staffing exception follow-ups attached to CRM records
Capture a short follow-up record when a staffing issue affects a customer, partner, or prospect conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Operational issues that affect an external relationship can be resolved without anyone recording the follow-up in the CRM.
- Record a supplied follow-up summary in HubSpot.
- Keep relevant relationship context associated with an existing CRM record.
- Make operational follow-through easier to review.
Setup
Build it in a few focused steps.
- 1Connect 7shifts and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for staffing follow-up logging.
- 3Ask Notis to create a HubSpot email engagement record from each submitted follow-up and associate it only with valid supplied CRM IDs.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real follow-up and confirm the association.
Questions about this workflow
Does this send an email?
No. The selected HubSpot action creates an email engagement record for record-keeping; it does not send an email.
What is needed to associate the record?
The request or instruction must supply valid existing HubSpot association IDs and association type IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Hubspot. A trigger fires from one place; an action lands in another.
7shifts triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
7shifts and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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