Give your team a daily record of selected market news
Start the day with relevant Benzinga headlines recorded in HubSpot, with supplied associations that connect them to customer context.
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
Daily coverage reviews can leave useful headlines disconnected from the customer conversations they may inform.
- Keep selected coverage available in CRM history.
- Give the team a consistent review routine.
- Reduce manual logging after a news scan.
Setup
Build it in a few focused steps.
- 1Connect Benzinga and HubSpot once in the Notis portal.
- 2Create an automation and describe which coverage to log, including the valid association details to use.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with a real headline and confirm the resulting HubSpot record and associations.
Questions about this workflow
Can this run without predetermined HubSpot record IDs?
The email engagement action requires valid association IDs and association type IDs when linking a record. Supply them in the instruction or run input when associations are needed.
Does this publish or send the headline?
No. It creates HubSpot email engagement records for CRM record-keeping; it does not publish news or send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benzinga to Hubspot. A trigger fires from one place; an action lands in another.
Benzinga 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.
Benzinga and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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