Give customer records a useful billing context update
Ask Notis to summarize recent billing activity and add a record-keeping engagement to the related HubSpot contact.
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
Customer conversations are harder to pick up when billing history is scattered outside the CRM record.
- Bring recent billing context into the CRM
- Make customer handoffs easier
- Create a concise record without sending mail
Setup
Build it in a few focused steps.
- 1Connect Billsby and HubSpot once in the Notis portal.
- 2Create an automation to summarize recent billing activity.
- 3Describe the period, events, and customer record the summary should cover.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real customer and verify the association identifiers.
Questions about this workflow
Will HubSpot send this digest to a customer?
No. The selected action creates an email object for record-keeping and does not send it.
Can it summarize billing activity for every customer?
The workflow can only use records the connected apps return. Set a practical scope and ensure the required HubSpot association details are 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
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