Keep market event notes in HubSpot
Save a concise event summary in your CRM so the market context is available when you revisit a contact or company.
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
Market notes can be separated from customer records, leaving later conversations without useful context.
- Creates a HubSpot email record for market event history.
- Can associate the record with existing CRM objects when you provide valid ids.
- Keeps the market context available for later reference.
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 webhook market event as a HubSpot email record, including the symbol, time, price move, and any supplied CRM associations.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the record and associations are correct.
Questions about this workflow
Will this email record be sent to anyone?
No. The action creates an email engagement record for CRM history. It does not send an email.
What does it need to associate the record?
Any association ids and association type ids must be valid and exist in the HubSpot account.
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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