Keep an internal record of selected HR events
For approved HR events that need a HubSpot activity trail, have Notis retrieve the allowed details and create a record for review.
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
When an HR event needs a record in a separate team workspace, manual notes can be delayed or inconsistent.
- Create a consistent HubSpot activity record for selected events.
- Reduce duplicate note-taking across tools.
- Keep the record limited to details approved for HubSpot.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis how to identify the event from the webhook request and which approved details to include in a HubSpot email record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, non-sensitive event and review the record and its associations.
Questions about this workflow
Will this send an email?
No. The action creates an email object for record-keeping in HubSpot; it does not send an email.
What must be supplied for the record?
The action needs valid HubSpot properties and, if associations are included, valid existing record IDs and association type IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Hubspot. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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