Keep investor outreach activity in HubSpot
Record an outreach step in the CRM without composing a second copy of the message.
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
Outreach context can be hard to pick up later if the activity is not recorded alongside the contact.
- Record supplied outreach details in HubSpot.
- Preserve the activity trail for future follow-up.
- Reduce repeated note taking across apps.
Setup
Build it in a few focused steps.
- 1Connect Affinity and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find the Affinity contact identified by each request and create a HubSpot email record with the outreach details supplied in that request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real outreach activity and verify any associations.
Questions about this workflow
Does this send outreach to the investor?
No. The action creates an email object for record-keeping and does not send email.
What activity details should I include?
Include the information you want recorded in the webhook request. Do not expect Affinity to return message content unless it is available there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Hubspot. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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