Record BotMape follow-up context in HubSpot
Preserve the useful details from an AI conversation where your team already tracks customer interactions.
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
A useful conversation summary can be hard to find later when it stays outside the contact's CRM history.
- Keep follow-up context near the relevant CRM record.
- Create a concise record from conversation details supplied to the webhook.
- Avoid manually copying summaries into HubSpot.
Setup
Build it in a few focused steps.
- 1Connect BotMape and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and ask it to summarize supplied BotMape conversation context into an email engagement for an existing contact.
- 3Pick a Notis webhook trigger and choose where run reports should go.
- 4Send a real example with the conversation summary and a valid HubSpot association, then test the result.
- 5Review the created engagement in HubSpot.
Questions about this workflow
Does this send an email to the contact?
No. The selected action creates email engagement records for record-keeping; it does not send an email.
What information must the webhook provide?
Provide the conversation context and valid existing HubSpot association identifiers required to create an engagement.
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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