Keep caller inquiry context in HubSpot
Capture the reason for a call beside the caller's CRM record, so follow-up starts with context.
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
Call details and next steps can get lost between a phone conversation and the CRM.
- Preserve the inquiry details for later review.
- Use Callerapi caller identification to help find the right CRM context.
- Reduce the time spent reconstructing a conversation.
Setup
Build it in a few focused steps.
- 1Connect Callerapi and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to identify the webhook's caller with Callerapi and create a HubSpot email engagement record with the supplied inquiry summary and valid association details when available.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real example that includes an inquiry summary and valid HubSpot association details.
Questions about this workflow
Does this send an email?
No. The selected HubSpot action creates an email engagement record for record-keeping; it does not send an email.
What information should the webhook provide?
Provide the caller's phone number and a short inquiry summary. HubSpot also requires valid association details when associating the engagement with a CRM record.
What if Callerapi cannot identify the caller?
The instruction can ask Notis to report that the caller could not be identified and avoid creating an engagement that lacks valid association details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callerapi to Hubspot. A trigger fires from one place; an action lands in another.
Callerapi 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.
Callerapi and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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