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Keep deployment follow-up in the customer record

Make deployment communication easier to find later by recording the follow-up as a HubSpot email engagement tied to existing CRM records.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create email

Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.

Why this helps

Deployment updates and customer history can end up separated across tools.

  • Keep deployment follow-up in the CRM record
  • Make communication context easier to find
  • Reduce manual record keeping after a release

Setup

Build it in a few focused steps.

  • 1Connect Buildkite and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, instructing Notis to create a HubSpot email engagement for a deployment follow-up request.
  • 3Choose a Notis webhook and send a request containing the engagement details and valid existing association IDs and association type IDs.
  • 4Choose where run reports should go, then test with one real request and verify the record in HubSpot.

Questions about this workflow

Does creating this record send an email?

No. This action creates an email engagement record in HubSpot; it does not send an email.

What must associations reference?

The association IDs and association type IDs must be valid and exist in the HubSpot account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Buildkite to Hubspot. A trigger fires from one place; an action lands in another.

Buildkite triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Buildkite and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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