Turn document feedback into HubSpot submissions
Keep feedback about a document process in HubSpot so it can be reviewed with the rest of the customer context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of feedback submissions
Creates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, `associationtypeid`s, and association `to id`s must reference existing entities in hubspot.
Why this helps
Feedback gathered around a document process can be missed when it remains outside the CRM.
- Capture feedback in HubSpot
- Reduce manual transcription
- Keep feedback associated with valid CRM records
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for feedback intake.
- 3Describe in one instruction how to create HubSpot feedback submissions from the response details in the webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real response and valid HubSpot association details.
Questions about this workflow
Can the feedback submission be linked to a contact?
The action supports associations. Supply valid existing HubSpot record IDs and association type IDs in the request or instruction.
Does this create a document or survey?
No. It creates HubSpot feedback submission records from feedback details already supplied to the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Hubspot. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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