Make meeting recaps part of CRM history
Ask Notis to add the meeting recaps that matter to HubSpot, keeping customer context close to the records your team uses.
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
Meeting decisions can get buried in notes before the next person needs that context.
- Keep recaps close to customer records
- Cut duplicate note taking
- Make follow-up context easier to retrieve
Setup
Build it in a few focused steps.
- 1Connect Baserow and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which Baserow meeting recaps to log as HubSpot email records and how to associate them when possible.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real recap and verify the record in HubSpot.
Questions about this workflow
Does this email meeting attendees?
No. It creates an email engagement object for record keeping and does not send email.
What information is needed to associate the recap?
Use valid HubSpot object IDs and association type IDs when available. Review the test outcome to confirm the links.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Hubspot. A trigger fires from one place; an action lands in another.
Baserow 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.
Baserow and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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