Keep session review events with your HubSpot records
Bring the context for selected session reviews into HubSpot so a person can decide what follow-up is needed.
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
A session concern can get lost when review notes stay in a separate system from the customer relationship record.
- Keep review context easier to find
- Support human follow-up from CRM
- Reduce scattered session notes
Setup
Build it in a few focused steps.
- 1Connect Authyo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the session review workflow.
- 3Tell Notis to create a HubSpot email engagement when your system sends a session review webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real review event and confirm the record contains useful supplied context.
Questions about this workflow
Does this assess whether a session is risky?
No. Your system must select and send events for review. Notis records the supplied context in HubSpot.
Can it revoke sessions?
No. The selected HubSpot action creates an email engagement record and does not manage Authyo sessions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Hubspot. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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