Keep billing activity in the HubSpot record
Ask Notis to create an email engagement record that summarizes a Billsby event and associates it with the right CRM record.
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
Billing changes can affect customer conversations, but teammates may not see them when reviewing a HubSpot record.
- Give teammates billing context in the CRM
- Make selected events easier to review
- Record activity without sending an email
Setup
Build it in a few focused steps.
- 1Connect Billsby and HubSpot once in the Notis portal.
- 2Create an automation for the billing events worth recording.
- 3Describe the event summary and the CRM record to associate it with.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one event and confirm its association details are valid.
Questions about this workflow
Does this action send an email to the customer?
No. It creates an email object for record-keeping in HubSpot and does not send an email.
What is needed to associate the activity?
The relevant HubSpot record id and valid association type id must be available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Hubspot. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby 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.