Keep a recurring record of document deliveries
Create CRM activity records from delivery summaries so customer document handoffs are easier to trace.
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 delivery summary is less useful when its customer interactions are missing from the CRM history.
- Build a more complete CRM activity trail
- Cut repetitive reporting admin
- Make follow-up context easier to retrieve
Setup
Build it in a few focused steps.
- 1Connect Carbone and HubSpot once in the Notis portal.
- 2Create an automation and describe how to log each relevant delivery from the Carbone summary as a HubSpot email record.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one summary and check the associations.
Questions about this workflow
Will this send scheduled emails?
No. The HubSpot action creates email objects for record-keeping and does not send messages.
What if the summary omits record ids?
Provide valid HubSpot associations in the source information or instruct Notis to create records without associations where appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Hubspot. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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