Keep transcript follow-ups visible in HubSpot
Record what was agreed and what needs a reply so follow-through does not depend on someone remembering the call.
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
Action items and customer promises get lost between a transcript, inbox, and CRM.
- Keep key commitments visible on the relevant CRM record.
- Preserve context without copying a whole transcript into the CRM.
- Separate recorded activity from an email that is actually sent.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize explicit customer commitments and create a HubSpot email engagement record only when the relevant existing record can be identified.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real transcript and confirm the record association and activity details.
Questions about this workflow
Does this send an email to the customer?
No. The batch email action creates email objects for record-keeping and does not send emails.
What if Notis cannot identify the right HubSpot record?
Instruct it to report the unresolved match and skip creating an engagement rather than attaching it to the wrong record.
Can the full transcript be stored in the engagement?
You can instruct Notis to include a short relevant summary. Consider your data retention needs before asking it to include lengthy transcript text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Hubspot. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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