Keep a scheduled Bolt device digest in HubSpot
Turn a scheduled review of returned device readings into a concise CRM activity record for the associated customer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring device checks create useful context, but the results can be scattered across monitoring views and missed during account reviews.
- Review returned Bolt readings on a recurring schedule.
- Create a concise HubSpot engagement record when supplied context supports it.
- Keep run reports available to review skipped or incomplete data.
Setup
Build it in a few focused steps.
- 1Connect Bolt IoT and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to summarize returned readings and create a HubSpot email engagement record only when valid record associations and required properties are available.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real scheduled run and a valid HubSpot association.
Questions about this workflow
What data will the summary include?
Only data returned by Bolt IoT for the request. If a baseline, device label, or customer relationship is not returned, supply it in the instruction or webhook context.
Does this send the digest as an email?
No. The action creates a HubSpot email engagement record; it does not send a message.
What if there is no valid HubSpot record association?
The instruction should have Notis skip record creation and report the missing association details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolt iot to Hubspot. A trigger fires from one place; an action lands in another.
Bolt iot 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.
Bolt iot and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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