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Notis

Log customer email events as HubSpot engagements

Keep the important email moments attached to the customer context you already use.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create email

Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.

Why this helps

When an email interaction is not logged, teammates may have to reconstruct the customer conversation later.

  • Record an individual email interaction
  • Attach it to valid CRM records
  • Preserve the supplied timestamp and properties

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, tell Notis to create an email engagement from the incoming event with the required properties and valid association IDs and types.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real email event and verify the timestamp and associations.

Questions about this workflow

Is this the same as sending a marketing email?

No. It creates an email engagement record in CRM.

What timestamp format does HubSpot need?

Use the required portal format, such as hs timestamp as a UTC millisecond timestamp, and provide valid association IDs and types.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Hubspot. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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