Give the team a concise subscription portfolio view
Have Notis summarize the Billsby subscription information it can access and log a useful internal update in HubSpot.
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
People reviewing a customer or account may lack a concise view of its subscription activity across billing records.
- Bring relevant subscription context into HubSpot
- Reduce time spent switching between systems
- Create a consistent internal review record
Setup
Build it in a few focused steps.
- 1Connect Billsby and HubSpot once in the Notis portal.
- 2Create a scheduled automation for the subscription summary.
- 3Describe the scope, summary details, and HubSpot record to update with an engagement.
- 4Choose a recurring schedule and a report destination.
- 5Test with one account and verify valid association details.
Questions about this workflow
Can the summary show trends over time?
Only when the underlying Billsby records or history provide the needed data. State the period and metrics you want, and supply any missing baseline.
Is this a dashboard?
No. It creates a HubSpot email engagement record for internal record-keeping.
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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