Keep client interaction records together in HubSpot
Bring selected AgencyZoom email interaction details into HubSpot so your team can review the communication history.
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
Communication context is harder to share when interaction details are scattered across tools.
- Keep selected interaction details with HubSpot records.
- Reduce manual logging after a client conversation.
- Make recent context easier for teammates to review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and HubSpot once in the Notis portal.
- 2Create an automation by telling Notis to create HubSpot email records from the interaction details AgencyZoom sends.
- 3Pick a webhook trigger that receives the interaction information.
- 4Choose where to receive run reports.
- 5Test with one real interaction and verify the required properties and associations.
Questions about this workflow
Does this send an email to a client?
No. It creates email engagement records for record-keeping and does not send messages.
Can the record be linked to a HubSpot contact?
Yes, if the webhook provides valid HubSpot association ids and association type ids.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Hubspot. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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