Keep customer updates together in HubSpot
Process prepared WhatsApp update summaries on a schedule and add their context to HubSpot for later reference.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Customer updates remain difficult to find when they are shared only in chat and never recorded in the CRM.
- Keep customer updates in CRM history
- Reduce repetitive record entry
- Preserve context for future conversations
Setup
Build it in a few focused steps.
- 1Connect 2chat and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create HubSpot email engagement records from prepared customer update summaries supplied to each run, without sending emails.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real update and valid association details if needed.
Questions about this workflow
Does this send an update email?
No. The action creates CRM email objects for record-keeping and does not send emails.
Where does the schedule get update summaries?
Provide prepared summaries to each run. No 2chat retrieval event is listed in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Hubspot. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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