Keep renewal review outcomes in HubSpot
Leave a useful record of what the team reviewed and what conversation comes next.
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
Renewal context gets scattered across dashboards and notes, making it harder to pick up the next step.
- Creates multiple email records for review documentation in one batch.
- Can associate records with valid CRM objects.
- Makes renewal review context available in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and HubSpot once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis which renewals to review and what outcome details to include in each record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the record details.
Questions about this workflow
Are these email records sent to customers?
No. The action creates HubSpot email objects for record-keeping and does not send emails.
What information should I specify?
Specify the review window, which accounts qualify, and the details to record. Any unavailable history or baseline must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Hubspot. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.