Prepare customer conversation context in HubSpot
Gather a selected set of email records before a customer review so the conversation starts with shared context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Why this helps
Reconstructing customer conversations from scattered records can make a review feel heavier than it needs to be.
- Bring selected email history into one report.
- Spend less time opening records one by one.
- Help a team begin a review with shared context.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer conversation review.
- 3Ask Notis in one instruction to retrieve selected email records and summarize the available conversation details.
- 4Choose notis_cron as the trigger and select a report channel.
- 5Test with valid email record IDs or unique property values and review the summary.
Questions about this workflow
Will this retrieve messages outside HubSpot?
No. The action reads the HubSpot email objects identified in the request.
Can the summary include a timeline?
Ask Notis to organize the returned records chronologically if their timestamps are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Hubspot. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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