Keep support chat context in HubSpot
Save the conversations your team will need to revisit alongside the CRM record.
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
Useful support context is easy to lose when it stays buried in a chatbot transcript.
- Keep selected conversation context in HubSpot
- Make support handoffs easier to pick up
- Avoid searching through old chatbot sessions
Setup
Build it in a few focused steps.
- 1Connect Botsonic and HubSpot once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a HubSpot email engagement record for a Botsonic support conversation when the conversation includes a valid associated CRM record.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real conversation and check its engagement record and association.
Questions about this workflow
Does creating the record send an email?
No. This action creates an email object for record-keeping and does not send an email.
What association details are needed?
The instruction needs valid existing HubSpot record IDs and association type IDs. If those are unavailable, Notis should report the missing association instead of creating an unlinked record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Hubspot. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.