Keep product research in HubSpot activity history
Leave a readable trail of product research so teammates can pick up the conversation without repeating the search.
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
Research done in a chat session is hard for teammates to find when they need the background later.
- Retain a research summary in CRM activity history.
- Make handoffs easier for teammates.
- Reduce repeat searches for the same product.
Setup
Build it in a few focused steps.
- 1Connect Bestbuy and HubSpot once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to research the requested Best Buy product and create a HubSpot email record for record-keeping, using only valid existing CRM associations supplied in the request.
- 4Select the Notis webhook trigger and a run report channel.
- 5Test with one product request and verify the record and associations in HubSpot.
Questions about this workflow
Does this send an email?
No. The selected action creates HubSpot email objects for record-keeping and does not send messages.
What is needed for associations?
Any association IDs and association type IDs must be valid and already exist in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bestbuy to Hubspot. A trigger fires from one place; an action lands in another.
Bestbuy 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.
Bestbuy and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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