Keep follow-up worthy engagement in HubSpot
Let Notis surface notable campaign interactions on a schedule and preserve the useful context as HubSpot email records.
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
When campaign activity is checked inconsistently, useful follow-up context can disappear into a busy inbox or report.
- Create records for activity that meets your follow-up criteria.
- Keep campaign context close to the CRM relationship.
- Review decisions and exceptions in run reports.
Setup
Build it in a few focused steps.
- 1Connect Bigmailer and HubSpot once in Notis.
- 2Create an automation in Automations or tell Notis to create one from your preferred channel.
- 3In one instruction, ask Notis to review Bigmailer engagement for activity meeting your follow-up criteria and create HubSpot email records with valid associations.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once over a real period and review the records created.
Questions about this workflow
Can Notis decide what engagement merits follow-up?
You should specify the criteria. If required data or a baseline is not returned by Bigmailer, supply it in the instruction or treat it as unavailable.
Will the workflow contact the subscriber?
No. It creates HubSpot email records and does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigmailer to Hubspot. A trigger fires from one place; an action lands in another.
Bigmailer 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.
Bigmailer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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