Keep proposal sends visible in HubSpot
Notis can create a HubSpot email activity record when a proposal is sent, giving your team a CRM trail of the outreach.
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
Proposal outreach can happen outside HubSpot, leaving account history incomplete when someone else picks up the conversation.
- Keep proposal outreach visible in CRM history
- Help teammates understand recent client activity
- Avoid manually logging every proposal send
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and HubSpot once in the Notis portal.
- 2Create an automation that asks Notis to record sent proposals as HubSpot email activities.
- 3Pick the webhook trigger for proposal sends.
- 4Choose where Notis should send run reports.
- 5Test with one real sent proposal and review the activity record.
Questions about this workflow
Does this send an email to the client?
No. The HubSpot action creates an email record for CRM record-keeping; it does not send an email.
Will the record be associated with a contact?
The action can associate records when valid HubSpot object IDs and association types are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Hubspot. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals 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.