Keep client travel disruptions attached to the right record
Send a webhook when a client journey needs checking. Notis asks Bart for current service alerts and records the useful details in HubSpot.
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
Travel disruption details can get lost between route checks and the client record, leaving the team to repeat research or miss a follow-up.
- Keep route disruption context with a relevant CRM record.
- Reduce repeated checks when colleagues pick up the client conversation.
- Create an email engagement record without sending a message.
Setup
Build it in a few focused steps.
- 1Connect Bart and HubSpot once in the Notis portal.
- 2Create an automation by telling Notis to check a specified journey in Bart and log a concise disruption summary as a HubSpot email engagement on the relevant record.
- 3Pick a webhook trigger so an HTTP request starts the check.
- 4Choose where Notis should send run reports.
- 5Test with one real journey and an existing HubSpot record.
Questions about this workflow
Does this send an email to the client?
No. The selected HubSpot action creates an email engagement record for CRM history; it does not send an email.
How does the automation know which journey to check?
Include the journey details in the request or automation instruction so Notis can ask Bart about the intended route.
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
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.