Keep customer email activity visible during release checks
A recurring review can bring selected HubSpot email records into view while you check on releases. Notis can include CircleCI context that you provide.
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 email activity can be overlooked when release work pulls attention across multiple tools.
- Retrieve selected email records for review
- Bring supplied release details into the run report
- Reduce repeated manual CRM searches
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 HubSpot email records to retrieve and what release context to consider.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real email record and a release example.
Questions about this workflow
Does this send or change emails?
No. The selected action retrieves email records from HubSpot.
Can it fetch every email automatically?
Describe the records you need in the instruction. HubSpot requires valid identifiers or a specified unique property for targeted retrieval.
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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