Record report delivery activity in HubSpot
Keep an activity trail for reports delivered to customers by creating CRM email records from delivery details.
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
Teams may not know which customer received which report when delivery activity is outside HubSpot.
- Make delivery activity easier to find
- Support timely customer follow-up
- Avoid manual activity logging
Setup
Build it in a few focused steps.
- 1Connect Carbone and HubSpot once in the Notis portal.
- 2Create an automation and instruct Notis to log the specified report delivery as a HubSpot email record.
- 3Choose a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one delivery and review the linked CRM activity.
Questions about this workflow
Does this send the report?
No. This workflow records email activity in HubSpot; sending or delivering a report is not part of the selected action.
What is needed to associate activity?
Provide valid existing HubSpot record ids and association types when the activity should be linked to CRM records.
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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