Keep transaction follow-up in the HubSpot record
When an alert calls for documented follow-up, have Notis create an email engagement record and associate it with a known HubSpot 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
Follow-up context can be scattered between transaction alerts and CRM records, making the next step harder to find.
- Preserve a follow-up note alongside a relevant CRM record
- Avoid treating an activity log as a sent message
- Skip record creation when required associations are unknown
Setup
Build it in a few focused steps.
- 1Connect Blocknative and HubSpot once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe which alerts merit a follow-up record and require valid HubSpot association details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real alert and a known HubSpot record.
Questions about this workflow
Does this send an email to a contact?
No. This action creates an email object for record-keeping; it does not send email.
What if the HubSpot record is not identified?
Tell Notis to skip creating the engagement and report which association detail is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Hubspot. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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