Review HubSpot email records on a steady cadence
Gather the email records you care about for a regular review without rebuilding the search by hand each time.
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
Important email activity can be difficult to review when CRM records are scattered across individual lookups.
- Retrieve a batch of email objects using supplied IDs or a unique property.
- Make recorded email activity easier to review on a recurring schedule.
- Prepare CRM activity details for a separate PDF reporting routine.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which email record IDs or unique property values to retrieve and what to summarize.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real batch and confirm the selected records are returned.
Questions about this workflow
Does this search all email activity automatically?
The action retrieves a batch by internal IDs or values of a specified unique property. Your prompt must identify the records or criteria to retrieve.
Can I use the results in a PDF report?
The workflow can prepare a review from returned data. PDF creation is a separate process because Api2pdf exposes no trigger event here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Hubspot. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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