Keep customer review history complete
Give customer relevant engineering conversations a place in the CRM timeline.
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 communication around code reviews can be hard to find when a teammate needs the full relationship history.
- Make review communication easier to find in customer history.
- Reduce forgotten activity logging after busy delivery periods.
- Create records only when activity and valid associations are available.
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and HubSpot once in Notis.
- 2Create an automation and describe which customer review communications to log, how to avoid logging the same activity twice, and which associations to use.
- 3Pick a recurring Notis cron schedule and choose where run reports should go.
- 4Test with one real communication and confirm it is associated with the intended HubSpot record.
Questions about this workflow
Does this send messages to customers?
No. It creates HubSpot email activity records for history and does not send email.
Can it prevent duplicates?
Instruct it to check available records and activity context before creating an entry. If it cannot determine whether an item is already logged, it should report that uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Hubspot. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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