Keep customer discussion signals in HubSpot
Let Notis recognize discussion messages that need a CRM follow-up and record them for the appropriate identifiable contact.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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
Needs raised in a course discussion can be missed when customer work is tracked in a separate system.
- Bring actionable discussion signals into CRM
- Reduce channel switching during follow-up
- Keep a record for the responsible team
Setup
Build it in a few focused steps.
- 1Connect Canvas 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 record only for discussion messages that signal a customer need or follow-up, using available details.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real message and confirm the record is associated correctly.
Questions about this workflow
Will this log all discussion messages?
No. The instruction can limit records to messages that signal a need or follow-up.
Does this send an email?
No. The HubSpot action creates an engagement object for record-keeping only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Hubspot. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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