Keep recipient touchpoints in HubSpot history
Capture the context around CardClan recipient touchpoints as CRM activity, so your team can review the relationship in one place.
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
Without an activity record, the reason and timing behind a recipient touchpoint can disappear from CRM history.
- Preserve touchpoint context in CRM
- Make relationship reviews easier
- Record multiple engagements per batch
Setup
Build it in a few focused steps.
- 1Connect CardClan and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create HubSpot email engagement records from incoming CardClan touchpoint details.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real touchpoint and inspect the resulting activity record.
Questions about this workflow
Will the HubSpot record include the CardClan message content?
It can include only the content included in the incoming data and accepted by the HubSpot action.
Can Notis associate each record with a contact?
Yes, when incoming data provides valid HubSpot record IDs and association type IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Hubspot. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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