Keep a scorecard review note with the CRM record
Capture the outcome of a strategy review in HubSpot so account teams can find the context later.
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
Review decisions are easy to lose when the summary stays in a separate strategy tool.
- Preserve review context beside CRM work
- Reduce duplicate status updates
- Make decisions easier to find later
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, tell Notis what review summary to record and which existing HubSpot record to associate it with.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real review and confirm the association.
Questions about this workflow
Does this send an email to anyone?
No. This action creates an email engagement record for CRM record-keeping; it does not send an email.
What is needed for the association?
The target HubSpot record and association type must already exist. Supply enough information to identify the record.
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
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.