Keep archive investigation handoffs with the right CRM context
Give a research question a traceable handoff that your team can find while working with a contact or company.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
When one person finishes an archive investigation, the evidence and reasoning can be difficult for teammates to recover.
- Capture the question and useful findings together.
- Keep links or capture references available for follow-up.
- Associate the record when valid CRM identifiers are supplied.
Setup
Build it in a few focused steps.
- 1Connect Archive.org and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it.
- 3Ask Notis to investigate the supplied Archive.org scope and create a concise HubSpot email record, using only valid associations included with the request.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real investigation request and check the HubSpot record.
Questions about this workflow
Can this action send the handoff to a teammate?
The HubSpot action creates a record and does not send an email. Choose a Notis run report destination for the workflow report.
What if the request does not include CRM identifiers?
The record can be created without those associations if the required HubSpot properties are supplied; the report should note the missing association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Archive.org to Hubspot. A trigger fires from one place; an action lands in another.
Archive.org 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.
Archive.org and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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