Keep meeting context with the HubSpot record
Turn a meeting follow-up request into a CRM record that keeps notes and attendee context close to the relevant HubSpot records.
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
Useful meeting context often ends up in scattered notes instead of the CRM history the team checks.
- Preserve meeting context in HubSpot CRM history.
- Reduce copy and paste after a call.
- Associate the record with existing CRM objects when valid ids are supplied.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and HubSpot once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe that Notis should create a HubSpot email engagement record from the supplied meeting notes and valid CRM association details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real post-meeting request and verify the record and associations.
Questions about this workflow
Does this send an email to the meeting attendees?
No. This action creates an email engagement record for CRM history; it does not send an email.
What association details are required?
The request must provide valid existing HubSpot object ids and association type ids for any associations you want to create.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Hubspot. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero 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.