Keep recurring archive checks with customer context
Make periodic historical checks easy to find when a customer conversation needs context.
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
A recurring archive check can happen regularly while its findings remain disconnected from customer records.
- Keep recurring findings in a searchable CRM record.
- Include capture dates or links when available.
- Use only valid associations provided for existing CRM objects.
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.
- 3Describe the capture scope and ask Notis to record relevant changes or findings in a HubSpot email object, using valid associations supplied to it.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real capture review and verify the record.
Questions about this workflow
Does it send an email to the customer?
No. It creates a HubSpot email record for internal record-keeping.
Can this compare captures over time?
It can compare accessible captures when the relevant history is available. If the baseline or date range is missing, supply it in the instruction.
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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