Keep creative delivery correspondence in HubSpot
Capture the important details from an asset handoff alongside the HubSpot records involved in the conversation.
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
Delivery details are easy to lose in inboxes and project messages, leaving the next follow-up without context.
- Retain delivery context in HubSpot.
- Connect correspondence to the supplied CRM records.
- Make follow-up easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Apiframe and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to create a HubSpot email engagement from supplied delivery correspondence and valid associations.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real delivery event and required timestamp and association details.
Questions about this workflow
Will it send a message to the customer?
No. It creates an email engagement record in HubSpot.
What required details should be included?
Provide the portal's required properties, including a UTC millisecond timestamp when required, and valid association ids and types.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiframe to Hubspot. A trigger fires from one place; an action lands in another.
Apiframe 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.
Apiframe and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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