Keep volatility alerts attached to CRM history
Turn a volatility alert into a readable activity note, with the observed values and the follow-up question in one place.
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
A sudden volatility alert is harder to act on when its values and context are split between tools.
- Records the event in HubSpot activity history.
- Summarizes the observed values for quick review.
- Can associate the note with valid existing CRM records.
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize each volatility webhook as a HubSpot email record with symbol, observed values, time, and a follow-up question, using only supplied or retrieved data.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the activity is associated with the intended record.
Questions about this workflow
Can Notis decide whether volatility is unusual?
Only if you specify an available comparison period or provide a baseline. Otherwise, it can record the values without labeling them unusual.
Does a CRM email record send anything?
No. This action creates an email record for CRM activity history and does not send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpha vantage to Hubspot. A trigger fires from one place; an action lands in another.
Alpha vantage 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.
Alpha vantage and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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