Keep approved review follow-ups in CRM history
Record a relevant follow-up in HubSpot so the next person has context without searching across tools.
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 business-relevant follow-up can be hard to find when it exists only in a separate HR workflow.
- Keep relevant follow-up visible in HubSpot record history.
- Reduce context switching when reviewing a business interaction.
- Create an engagement record without sending an email.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Review follow-up record.
- 3Tell Notis: When I send an approved business follow-up webhook with valid HubSpot email engagement properties and associations, create an email engagement record; exclude sensitive HR content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved, non-sensitive example.
Questions about this workflow
Does this send an email?
No. The action creates an email engagement record for record-keeping and does not send an email.
Can sensitive review notes be copied?
The instruction excludes sensitive HR content. Use only information your team has approved for HubSpot record-keeping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Hubspot. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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