Keep promised follow-ups attached to HubSpot records
Turn a clear call outcome into CRM history so the next step is easier to remember and act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Follow-up promises are easy to miss when they remain in a call transcript instead of the contact or deal history.
- Keep call outcomes with CRM history
- Make commitments easier to find
- Reduce forgotten follow-up context
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.
- 3Ask Notis in one instruction to create a HubSpot email engagement for webhook payloads that contain a promised next step, including the supplied summary and valid associations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real call that includes a follow-up commitment and confirm its HubSpot engagement.
Questions about this workflow
Will HubSpot create a task from this engagement?
No. This action creates an email engagement record. It does not create a task or send an email.
What if a call has no follow-up commitment?
Instruct Notis to skip the record unless the webhook explicitly includes a commitment.
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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