Keep selected Blooio correspondence in HubSpot
A scheduled activity capture can preserve selected correspondence in HubSpot after the conversation happens.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Customer context can be lost when recording correspondence is postponed until after the conversation.
- Capture selected correspondence in batches
- Keep customer context with CRM activity
- Reduce after-conversation admin
Setup
Build it in a few focused steps.
- 1Connect Blooio and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe which available correspondence to record and how to provide valid timestamps and associations.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real correspondence item.
Questions about this workflow
Will this email customers?
No. The action creates an email engagement record and does not send email.
Can it use old correspondence?
Only correspondence available through the connected Blooio account or supplied as input can be recorded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blooio to Hubspot. A trigger fires from one place; an action lands in another.
Blooio 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.
Blooio and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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