Make onboarding blockers visible in HubSpot
Turn specific moments of confusion or setup trouble into feedback your team can review and address.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of feedback submissions
Creates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, `associationtypeid`s, and association `to id`s must reference existing entities in hubspot.
Why this helps
Onboarding friction is often mentioned in passing, then lost before anyone can spot what needs attention.
- Capture concrete setup or learning blockers.
- Separate actionable friction from general questions.
- Keep feedback tied to valid records when associations are available.
Setup
Build it in a few focused steps.
- 1Connect BotMape and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, for onboarding friction.
- 3Ask Notis to identify concrete onboarding blockers in recent conversations and create feedback submissions only when required properties and valid associations are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real onboarding conversation and inspect the feedback record.
Questions about this workflow
Can it determine the most common blocker?
A single run can summarize returned conversations if you ask it to, but a reliable trend baseline requires a defined review period and sufficient conversation data.
What if required submission details are missing?
Instruct Notis to skip creating a submission until the required properties and valid associations are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotMape to Hubspot. A trigger fires from one place; an action lands in another.
BotMape 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.
BotMape and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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