Save route check results with client context
When a client asks about a journey, start a Bart check and preserve the result as an engagement in HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
A route answer may help with a client decision, but it can be hard for teammates to find after the conversation ends.
- Preserve journey context for teammates.
- Keep route findings alongside client history.
- Avoid drafting a separate manual CRM note.
Setup
Build it in a few focused steps.
- 1Connect Bart and HubSpot once in the Notis portal.
- 2Create an automation asking Notis to check the requested journey and create a HubSpot email engagement with a concise result on the relevant record.
- 3Pick a webhook trigger so an HTTP request starts the workflow.
- 4Choose where Notis should send run reports.
- 5Test with one real journey and valid association details.
Questions about this workflow
What is the difference between this and sending an email?
The HubSpot action records an email engagement in CRM. It does not send a client email.
What association details are needed?
Provide valid HubSpot association ids and association type ids when linking the engagement to a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bart to Hubspot. A trigger fires from one place; an action lands in another.
Bart 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.
Bart and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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