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Notis

Keep an operational record of Ably channel presence

Let Notis review channel presence on a recurring schedule and save a concise recap in HubSpot for later reference.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create email

Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.

Why this helps

Presence checks are easy to forget, and observations disappear when they stay in a chat thread.

  • Create a regular record of channel presence checks
  • Surface changes without manually checking channels
  • Keep a searchable recap in HubSpot

Setup

Build it in a few focused steps.

  • 1Connect Ably and HubSpot once in the Notis portal.
  • 2Create an automation in Notis and name it.
  • 3Describe which Ably channel presence details to summarize and that the recap should be recorded in HubSpot.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and review the engagement record.

Questions about this workflow

Does this action email the recap to anyone?

No. It creates a HubSpot email engagement record for record-keeping and does not send email.

Can Notis report a change from a previous presence check?

It can compare observations only when the earlier baseline is available to Notis or supplied in the instruction or data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Hubspot. A trigger fires from one place; an action lands in another.

Ably triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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