Keep scheduled service summaries in HubSpot
Let Notis turn service summaries prepared from Ascora updates into HubSpot records on a regular schedule.
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
Service activity can be scattered across updates, leaving customer-facing teammates without a concise CRM history.
- Create a consistent service history in the CRM.
- Reduce repeated activity logging.
- Give teammates context before customer conversations.
Setup
Build it in a few focused steps.
- 1Connect Ascora and HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Describe in one instruction how to create HubSpot email activity records from the Ascora service summaries available at run time.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real summary and check its HubSpot record.
Questions about this workflow
Does this send a customer email?
No. The HubSpot action creates email objects for record keeping and does not send messages.
What if there is no summary at the scheduled time?
Notis can only process information available for the run. Configure the instruction to handle missing input appropriately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Hubspot. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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