Create HubSpot email records from document details
Turn supplied email engagement information in a file into a HubSpot record, with a report for missing associations.
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
Important email activity described in documents can be hard to find alongside the related HubSpot records.
- Keep supplied email engagement details in HubSpot.
- Avoid manual record creation from documents.
- See when a valid association or required property is missing.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to extract the email engagement details and create records only when required properties and associations are known.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and verify its record and associations in HubSpot.
Questions about this workflow
Does creating this record send an email?
No. This action creates email objects for record-keeping and does not send email.
What if the document does not identify the related HubSpot record?
Have Notis report the missing association and skip creating that record until you can provide a valid association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Hubspot. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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