Keep web research context with HubSpot records
Capture useful research as a CRM activity record so the context is easier to find during follow-up.
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
Research notes often live in separate tools, disconnected from the contacts or companies they inform.
- Keep research context close to CRM records
- Create records without sending messages
- Flag missing or invalid associations for review
Setup
Build it in a few focused steps.
- 1Connect Browse AI and HubSpot once in Notis.
- 2Create an automation and describe what research should be logged and which existing CRM records it relates to.
- 3Choose the Notis webhook trigger and send a real research example with valid record references.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this send an email?
No. The action creates HubSpot email objects for record-keeping and does not send messages.
What if a CRM association is not valid?
The association must reference an existing record and a valid association type. Ask Notis to report missing references instead of creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browseai to Hubspot. A trigger fires from one place; an action lands in another.
Browseai 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.
Browseai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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