Keep transaction review notes with the right HubSpot record
Capture a human-readable transaction summary alongside the contact or deal your team is already managing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Transaction reviews can be hard to find later when notes stay in a separate alert tool or chat thread.
- Record a review summary as a HubSpot email engagement.
- Associate the record with supplied valid CRM record IDs.
- Keep transaction context close to an active relationship.
Setup
Build it in a few focused steps.
- 1Connect Alchemy and HubSpot once in the Notis portal.
- 2Create an automation for transaction review requests.
- 3Tell Notis to summarize the supplied transaction and create a HubSpot email engagement associated with the supplied valid CRM record.
- 4Choose the webhook trigger and report channel.
- 5Test with one real transaction and existing HubSpot record IDs.
Questions about this workflow
Does this send an email to a contact?
No. The action creates an email engagement record in HubSpot for record-keeping; it does not send a message.
What associations are needed?
Supply valid HubSpot record IDs and association type IDs if you want the engagement linked to CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alchemy to Hubspot. A trigger fires from one place; an action lands in another.
Alchemy 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.
Alchemy and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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