Keep Alpaca trade discussion notes in HubSpot
Put supplied trade conversation notes alongside your CRM activity so they are easier to find later.
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
Trade-related conversations and notes can be hard to locate when they are separated from client records.
- Create HubSpot email records from details submitted to a webhook.
- Keep trade discussion history with CRM activity.
- Reduce manual logging after a conversation.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and HubSpot once in the Notis portal.
- 2Create an automation and describe which submitted trade notes should become email records.
- 3Pick the Notis webhook trigger and include the notes and valid CRM association details in the request.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this send an email to a client?
No. This action creates CRM email records for record-keeping and does not send messages.
What is needed to associate the record?
The webhook request must include valid existing HubSpot record identifiers and association details when an association is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Hubspot. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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