Keep release communication attached to the customer record
When a release update is sent, capture its communication context in HubSpot so the customer conversation remains easy to find.
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
Release emails can be hard to trace later when they are not recorded with the related customer or deal.
- Keep release communication searchable in HubSpot
- Associate the activity with supplied CRM records
- Avoid relying on memory to log customer updates
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 to create an email engagement from the release email details and valid association ids.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real release email and valid CRM associations.
Questions about this workflow
Will the action send a message to the customer?
No. It creates a HubSpot email engagement record and does not send email.
What information does HubSpot require?
Portal-specific email properties and valid existing association ids and association type ids are required.
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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