Keep sales call records alongside HubSpot activity
Put the transcript summary and call context where your team already reviews customer activity.
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
Call notes stored outside HubSpot leave the team without a consistent activity history.
- Keep supplied call notes with related CRM records
- Reduce manual activity logging
- Use transcript summaries to make the record easier to scan
Setup
Build it in a few focused steps.
- 1Connect CAMB.AI and HubSpot once in the Notis portal.
- 2Create an automation for sales call logging.
- 3Tell Notis to create a HubSpot email engagement from the supplied call summary or transcript, including a UTC millisecond timestamp and valid associations.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real call record and confirm its associations in HubSpot.
Questions about this workflow
Does creating the record send an email?
No. This action creates email objects for record-keeping in HubSpot and does not send emails.
What details are required?
The action requires portal-specific properties, such as a UTC millisecond timestamp, and any association IDs and types must be valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CAMB.AI to Hubspot. A trigger fires from one place; an action lands in another.
CAMB.AI 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.
CAMB.AI and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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