Log important Charla conversations in HubSpot
Leave a durable follow-up trail when a Charla conversation needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Teams forget what was promised when conversation context remains in a separate inbox.
- Preserves commitments
- Improves team handoffs
- Makes customer history searchable
Setup
Build it in a few focused steps.
- 1Connect Charla and HubSpot once in Notis.
- 2Create an automation named Charla follow-up logger.
- 3Tell Notis to create a HubSpot engagement record for conversations containing a promise, escalation, or next step.
- 4Choose the webhook trigger and report channel.
- 5Test with one real conversation export.
Questions about this workflow
Does this send an email?
No. It creates an engagement record for history and follow-up.
Can it ignore routine chats?
Yes. Instruct Notis to log only conversations with meaningful follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Hubspot. A trigger fires from one place; an action lands in another.
Charla 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Charla and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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