Keep qualified BotMape chat context in HubSpot
Carry a focused conversation summary into the CRM so the next person can pick up without retracing the chat.
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
Teams repeat discovery when the original conversation details are not attached to the CRM record.
- Preserve a short summary of a qualified conversation.
- Help teammates continue a discussion with less backtracking.
- Associate the record only with valid existing CRM records.
Setup
Build it in a few focused steps.
- 1Connect BotMape and HubSpot once in the Notis portal.
- 2Create an automation and ask Notis to summarize supplied BotMape chat context as an email engagement record.
- 3Pick a Notis webhook trigger and choose where run reports should go.
- 4Send one real example with a valid HubSpot association and test the run.
- 5Check the engagement and summary in HubSpot.
Questions about this workflow
Will this email the customer?
No. The create email action records an engagement in HubSpot; it does not send a message.
What does a webhook need to include?
Include the conversation content or summary and valid CRM association identifiers needed by the action.
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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