Keep recurring website checks with customer context
Turn a recurring visual check into a concise HubSpot record your team can find again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring page checks produce screenshots and notes that are difficult to connect to customer work.
- Create a consistent record of scheduled checks.
- Keep supplied CRM associations attached to the entry.
- Make findings easier to revisit in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Apiflash and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review the specified page and create an email engagement record with the summary and valid association details you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real check and a valid association.
Questions about this workflow
Is this an email notification?
No. It creates a HubSpot email engagement object for record-keeping and does not send a message.
What association details are required?
Any association IDs and association type IDs must already be valid in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiflash to Hubspot. A trigger fires from one place; an action lands in another.
Apiflash 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.
Apiflash and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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