Keep support email history in HubSpot
Make support correspondence easier to find by recording it as a HubSpot email engagement.
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
Important support context gets scattered across inboxes when it is not recorded against the relevant CRM record.
- Create email records for correspondence history.
- Associate records when valid CRM identifiers and association types are provided.
- Keep a trace of customer context in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and HubSpot once in Notis.
- 2Create an automation in the portal or by telling Notis what to do.
- 3Describe which incoming support correspondence to record and how to associate it when valid CRM details are present.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real correspondence example and valid association details.
Questions about this workflow
Will this send or reply to the email?
No. It creates HubSpot email objects for record-keeping and does not send messages.
What is needed for an association?
The association target ID and association type ID must be valid and exist in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Hubspot. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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