Keep selected Capsule activity visible in HubSpot
Schedule a review of Capsule interactions and create HubSpot email records for the history your team needs in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A team can miss important relationship context when historical customer interactions stay in another CRM.
- Bring selected historical interactions into HubSpot as email records.
- Give the team one CRM view of chosen customer touchpoints.
- Run periodic history intake without manual copying.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for activity history intake.
- 3Tell Notis which Capsule interactions to include and to create HubSpot email records with valid associations.
- 4Pick the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real interaction and confirm its HubSpot record and links.
Questions about this workflow
Will HubSpot send these emails?
No. The action creates email objects for record-keeping and does not send emails.
How should the workflow handle repeat runs?
Specify how Notis should identify already imported interactions. The apps must provide enough information to recognize prior records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Hubspot. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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