Keep every Bolna call visible in HubSpot
Send a completed call summary to Notis and record it in HubSpot, so the next conversation starts with context.
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
Call outcomes can get lost between voice agent logs and the CRM, leaving founders to reconstruct what happened before following up.
- Preserve call context in HubSpot
- Reduce manual CRM updates after calls
- Make follow-up easier to pick up
Setup
Build it in a few focused steps.
- 1Connect Bolna and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, tell Notis to create a HubSpot email engagement from each completed-call webhook, using the supplied summary and valid HubSpot associations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real completed-call example and confirm the record appears in HubSpot.
Questions about this workflow
Does this send an email to the contact?
No. It creates a HubSpot email engagement record for CRM history; it does not send an email.
What should the webhook include?
Include the call summary and any HubSpot association identifiers needed to link the record. Notis cannot infer missing identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Hubspot. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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