Review BotPenguin conversation summaries for HubSpot
Preserve useful conversation context in CRM records during a regular review.
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
Customer context can be scattered across old chat threads and take time to recover during handoffs.
- Keep selected conversation context with CRM records
- Make handoffs easier to prepare
- Create a recurring review without manual re-reading
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for conversation summary review.
- 3Tell Notis where to find available BotPenguin summaries and which ones to record in HubSpot with valid associations.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real summary and valid HubSpot association details.
Questions about this workflow
Does this send emails?
No. It creates email engagement records for record-keeping and does not send emails.
What if no summary data is accessible?
Make the summaries available to Notis or provide them as input. The schedule alone does not retrieve BotPenguin conversations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Hubspot. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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