Keep monthly strategy outcomes with CRM history
Make outcome summaries available beside the relationships and accounts they inform.
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
Teams may need to repeat the story behind an account when strategy outcomes are difficult to find.
- Keep outcome context with CRM records
- Make recurring updates easier to retrieve
- Reduce repeated explanations
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, describe the outcome summary to record and how to identify a valid existing HubSpot record.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real outcome summary and check the engagement association.
Questions about this workflow
Does this create a marketing email?
No. It creates a CRM email engagement record for logging; it does not send or schedule a marketing email.
Can the summary be linked to a company and deal?
Specify the intended existing record associations. HubSpot requires valid record ids and association types.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Hubspot. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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