Keep selected follow-up records in view
Set a regular check for the HubSpot email records your team relies on for follow-up context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Why this helps
Follow-up context can get buried when teams rely on memory to revisit CRM activity.
- Make selected follow-up context easier to revisit
- Reduce repeated CRM navigation
- Support consistent review habits
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the follow-up record check.
- 3Tell Notis which existing email records to retrieve and what follow-up details to highlight from returned properties.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record set and confirm the report is useful.
Questions about this workflow
Will this remind me when a follow-up is overdue?
Only if the returned records include dates and you provide the rule for deciding what is overdue.
Does this update the records?
No. This action reads selected HubSpot email records.
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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