Get a quick view of customer communication around releases
A short scheduled digest can bring customer email activity into your release follow-up routine, with CircleCI notes you provide alongside it.
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
Customer communication is spread across records and release updates, making it hard to remember who needs a follow-up.
- Summarize selected email records for easier scanning
- Bring supplied release context into one report
- Support timely customer follow-up
Setup
Build it in a few focused steps.
- 1Connect CircleCI and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which email records to retrieve and how to summarize them with release context.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one actual email record and release note.
Questions about this workflow
Can Notis summarize emails that were not retrieved?
No. The action retrieves records HubSpot identifies from the criteria or identifiers available to it.
Will the digest make changes to the CRM?
No. This action reads email records for the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Circleci to Hubspot. A trigger fires from one place; an action lands in another.
Circleci 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.
Circleci and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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