Keep beach update follow-up in HubSpot
Record a beach-related update as a HubSpot engagement when your webhook sends an update that matters to your team.
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
Useful beach updates can remain buried in alerts instead of being recorded alongside the relevant customer or deal.
- Record supplied update details in HubSpot for later reference.
- Keep a relevant beach update near its associated CRM record when valid IDs are supplied.
- Reduce the chance of an alert being seen but not logged.
Setup
Build it in a few focused steps.
- 1Connect Beach Day API and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an email engagement record from the webhook update, using valid HubSpot association details when supplied.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real update and verify the engagement and associations in HubSpot.
Questions about this workflow
Does creating an email engagement send an email?
No. This action creates an email record for CRM history and does not send a message.
What is needed to associate the record?
The request or available context must provide valid HubSpot record IDs and association type IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beach Day API to Hubspot. A trigger fires from one place; an action lands in another.
Beach Day API 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.
Beach Day API and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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