Save customer conversation context in HubSpot
After a customer conversation, send the notes from your Marvin follow-up flow to Notis and keep an activity record in HubSpot.
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
Useful customer context can remain in personal follow-up notes instead of the shared CRM history.
- Preserve conversation details in CRM history.
- Make customer context easier to find before the next touchpoint.
- Reduce retyping after a conversation.
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe how to process conversation log requests.
- 3Tell Notis to create an email engagement record from the supplied conversation details and identify required associations.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real conversation request and inspect the resulting activity in HubSpot.
Questions about this workflow
Does this send an email to the customer?
No. The selected HubSpot action creates an email engagement record for record-keeping and does not send an email.
What associations are needed?
The action needs valid association IDs and association type IDs. Include or make available the identifiers needed to connect the activity to the right CRM record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Hubspot. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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