Record research follow-up emails in HubSpot
After a web research pass, keep the follow-up trail alongside the relevant HubSpot records by asking Notis to create an email engagement entry.
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 notes kept outside HubSpot are easy to lose when someone else needs the context.
- Keep research context with the CRM activity history.
- Record an email engagement without sending a message.
- Use supplied association details to connect the record to existing CRM objects.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and HubSpot once in the Notis portal.
- 2Create an automation for research follow-up logging.
- 3Tell Notis what email engagement details to record and which supplied existing records to associate.
- 4Choose the notis_webhook trigger and a run report destination.
- 5Test with one real result and valid existing HubSpot association details.
Questions about this workflow
Does this action send the email?
No. It creates an email engagement record in HubSpot; it does not send a message.
What is needed to associate the activity with a record?
The relevant existing CRM record ids and valid association type ids must be available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Hubspot. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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