Review HubSpot email history for overdue accounts
See recent outreach before deciding what an overdue account needs next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Why this helps
Teams often resend the same message because prior HubSpot communication is hard to check during payment reviews.
- Avoid duplicate reminders
- Prepare focused account reviews
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Chaser and HubSpot once in Notis.
- 2Create an automation named Overdue account review.
- 3Tell Notis to retrieve HubSpot email history for Chaser overdue accounts and summarize recent payment-related outreach.
- 4Choose a recurring schedule trigger.
- 5Select a report destination and test with one overdue account.
Questions about this workflow
What if no matching email exists?
Notis can report that no matching HubSpot email history was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Hubspot. A trigger fires from one place; an action lands in another.
Chaser 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chaser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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