Prepare release update drafts during scheduled checks
Have Notis check for recent releases on a cadence and start a HubSpot marketing email draft when an update is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Writing a customer update often falls behind when nobody has a clear reminder to review what shipped.
- Give release communication a regular review point.
- Start drafts with deployment context already available.
- Keep final review and sending under the team's control.
Setup
Build it in a few focused steps.
- 1Connect Appveyor and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review recent Appveyor deployments and create a HubSpot marketing email draft for releases that warrant a customer update.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real release and review the resulting draft in HubSpot.
Questions about this workflow
Does creating the marketing email draft send it?
No. The action creates a marketing email. Sending and any scheduling decisions remain in HubSpot.
What content can the draft use?
Notis can use the deployment details Appveyor returns and the instructions you provide. Add any customer-facing context that is not present in those details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appveyor to Hubspot. A trigger fires from one place; an action lands in another.
Appveyor 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.
Appveyor and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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