Keep a HubSpot Record of CentralstationCRM Updates
Create a HubSpot activity record when a customer update needs to be visible alongside CRM work.
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
Important customer updates can be hard to find when the context stays in a separate system or message thread.
- Keep supplied update context in HubSpot records.
- Make customer activity easier to review alongside CRM work.
- Start logging from a direct webhook request.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the activity logging workflow.
- 3Tell Notis to create HubSpot email engagement records from the update details supplied in each webhook request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one update and confirm its HubSpot associations use valid existing record IDs and association types.
Questions about this workflow
Does this action send an email to a customer?
No. It creates email objects for record-keeping in HubSpot; it does not send emails.
What is needed to associate the record?
Any association IDs and association type IDs supplied must be valid and refer to existing HubSpot records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Hubspot. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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