Clone email templates automatically from task tags
Tag an Asana task with 'Clone Email A.' Notis duplicates your HubSpot email template. Edit and send.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
Clone marketing email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Why this helps
You have email templates in HubSpot but cloning them manually is clicky. Creating variations for different segments is tedious. Tags get added to Asana tasks but no one tells marketing to create the variant.
- Email templates spawn on demand—no clicky portal work
- Marketing can personalize variants faster without distracting ops
- One tag replaces a Slack request and back-and-forth
Setup
Build it in a few focused steps.
- 1Connect both tools.
- 2Create an automation with trigger 'Tag Added to Task.'
- 3Instruct Notis: 'When tag [Tag Name] is added, clone the HubSpot email template [Template Name].'
- 4Set your notification channel.
- 5Add that tag to a test task—the email clone appears in HubSpot as a draft.
Questions about this workflow
Can I clone different templates for different tags?
Yes. Create separate automations for each tag-to-template mapping.
Can I customize the clone name?
Absolutely. Say: 'Clone and name it [Tag Name] Variant [Date]' for organized naming.
Does the clone include the original email's schedule settings?
No, it's a draft with content cloned. You set the schedule in HubSpot before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Hubspot. A trigger fires from one place; an action lands in another.
Asana triggers
Hubspot actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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.
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When this happens · Trigger
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