Keep call follow-up notes with the HubSpot record
Capture the next step from a call as a HubSpot engagement so the context is ready when you return to the contact or deal.
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
Follow-up intent gets lost when a call ends without a durable CRM note.
- Preserve a concise call follow-up summary in HubSpot.
- Associate the engagement with supplied existing CRM records.
- Create a record without sending an email.
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot email engagement from the call summary and associate it using only valid supplied CRM IDs.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up summary and verify its associations.
Questions about this workflow
Will this email the caller?
No. The action creates an email engagement record and does not send messages.
Can the summary be generated from the recording?
Only if the request includes a summary or transcript text. The workflow has no access to call recordings unless that content is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Hubspot. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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