Keep HubSpot follow-up history in sync with Botpress
Give conversations that need attention a CRM trail, based on the follow-up context available in Botpress history.
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
Follow-up decisions made in chat history are difficult to act on when teammates only check HubSpot.
- Find follow-up needs during a recurring history review.
- Record concise context in HubSpot for later reference.
- Reduce manual transcript checks across both apps.
Setup
Build it in a few focused steps.
- 1Connect Botpress and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to review available Botpress history and create HubSpot email engagement records for conversations that need follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up conversation and valid CRM associations.
Questions about this workflow
Will it send follow-up emails?
No. The selected action creates email engagement records for CRM history and does not send messages.
What if the conversation has no matching HubSpot record?
Describe how Notis should handle unmatched conversations. Associations can be created only when valid CRM IDs and association type IDs are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botpress to Hubspot. A trigger fires from one place; an action lands in another.
Botpress 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.
Botpress and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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