Record PDF survey feedback in HubSpot
Keep a survey response connected to your customer records by turning its supplied details into a HubSpot feedback submission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of feedback submissions
Creates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, `associationtypeid`s, and association `to id`s must reference existing entities in hubspot.
Why this helps
Survey responses gathered through document workflows can be hard to review alongside the customer context they came from.
- Store supplied survey feedback in HubSpot.
- Keep feedback associated with valid CRM records.
- Report responses with missing association details.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a feedback submission from survey webhook details when properties and valid association ids are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real survey response and confirm its submission and association.
Questions about this workflow
Can the workflow guess which contact submitted the survey?
No. Include a reliable identifier or valid HubSpot association details in the webhook, and ask Notis to report uncertain matches.
Does it send a survey?
No. It records feedback submissions. The action does not send surveys or emails.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Hubspot. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.