Keep meeting summaries in HubSpot activity history
Turn a written meeting summary into a HubSpot record so the follow-up context is easier to find.
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
Meeting decisions and follow-ups get lost when the summary stays outside the CRM.
- Keep a record of meeting context in HubSpot.
- Reduce duplicate entry after calls.
- Make follow-up easier to find alongside CRM records.
Setup
Build it in a few focused steps.
- 1Connect Aryn and HubSpot once in the Notis portal.
- 2Create an automation in Automations or describe it to Notis from any channel.
- 3Ask Notis to extract the meeting summary and create a HubSpot email record with valid associations when those are provided.
- 4Pick the webhook trigger and a destination for reports.
- 5Test with one real meeting summary and confirm its CRM associations.
Questions about this workflow
Does this send an email to attendees?
No. It creates an email engagement record for CRM record-keeping and does not send an email.
What is needed to associate the record?
HubSpot requires valid existing record IDs and association type IDs. Provide them or review associations separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aryn to Hubspot. A trigger fires from one place; an action lands in another.
Aryn 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.
Aryn and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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