Create HubSpot emails from Chartly charts
Share every important chart with the people who need to act on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Chart insights lose momentum when someone must manually rebuild an email around every new image.
- Publishes chart context faster
- Keeps visual evidence in one email draft
- Reduces manual copy and paste
Setup
Build it in a few focused steps.
- 1Connect Chartly and HubSpot in Notis once.
- 2Create an automation named for chart email drafting.
- 3Tell Notis to create a HubSpot marketing email draft using the incoming Chartly URL and summary.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real Chartly chart.
Questions about this workflow
Does this send the email automatically?
No. It creates a HubSpot marketing email draft for review unless your HubSpot process publishes it later.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Hubspot. A trigger fires from one place; an action lands in another.
Chartly 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chartly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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