Keep donation follow-up activity recorded
Give donation follow-up a CRM record so related relationship work is easier to pick up.
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
Donation follow-up activity can be hard to find later if it is not recorded alongside the relevant CRM relationship.
- Keep email engagement records with CRM activity.
- Record batches of follow-up activity when provided together.
- Highlight invalid associations or missing timestamps for review.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Ask Notis in one instruction to create HubSpot email records for the donation follow-up activity supplied, flagging invalid associations or missing timestamps.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one real activity example and confirm the record and associations.
Questions about this workflow
Does this send a donation email?
No. This action creates email objects for record-keeping in HubSpot; it does not send messages.
What details must the request include?
It should include the email properties required by your HubSpot portal, including a valid UTC millisecond timestamp where required, and valid association IDs and types.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Hubspot. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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