Keep important research signals in HubSpot account history
Turn a researched development into a short CRM activity your team can find while reviewing an account.
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 context often stays in a separate tab, leaving account history without the signal that prompted a decision.
- Capture a concise summary alongside an account activity record.
- Start logging from a webhook when a signal is identified.
- Make researched context easier to find during account review.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and HubSpot once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3In one instruction, describe what to research and how to summarize it in a HubSpot email engagement record.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real signal and check the activity and associations.
Questions about this workflow
Does this send an email to a contact?
No. The action creates an email engagement record for CRM record-keeping; it does not send an email.
What is needed to associate the activity with an account?
HubSpot requires valid existing association IDs and association type IDs. Make those available to the workflow or include them in the incoming request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Hubspot. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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