Keep proposal follow-up history with your HubSpot records
Capture proposal follow-up details in HubSpot so your team can see the conversation context without searching across tools.
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
Follow-up activity can be hard to reconstruct when proposal conversations live outside the CRM.
- Keep proposal follow-up activity available alongside CRM work.
- Make handoffs easier with a shared view of outreach history.
- Reduce the need to search proposal records for email context.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for email activity logging.
- 3Tell Notis to create HubSpot email records from follow-up details supplied in webhook requests and associate them with valid CRM records when identifiers are provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real follow-up and verify the email record and associations in HubSpot.
Questions about this workflow
Does this send an email?
No. The selected HubSpot action creates email records for record-keeping and does not send emails.
How are records associated?
Include valid HubSpot record identifiers and association details in the webhook data when you want the email record linked to CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Hubspot. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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