Review selected email records on a schedule
Have Notis retrieve email records you specify in HubSpot and send a focused summary on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Why this helps
Email records can be hard to revisit when their IDs and relevant details are scattered across follow-up work.
- Bring selected email record details into a regular report.
- Review only the properties you ask Notis to summarize.
- Keep recurring record checks out of your memory.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation and name it for the email records to review.
- 3Tell Notis which email IDs or unique property values to retrieve and what details to summarize.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real email record and check the report.
Questions about this workflow
What should I provide to identify the email records?
Provide their internal IDs or values of a specified unique property supported by the action.
Does this action send email?
No. It reads existing HubSpot email objects and reports on their properties.
Can it summarize historical values?
Ask for historical data if that is useful, and confirm the returned record includes the history you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Hubspot. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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