Save recurring web briefs in HubSpot
Keep a periodic summary of relevant web pages close to the CRM records your team may need to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Useful web updates disappear into browser history and are difficult to reconnect with customer context later.
- Keep a record of recurring web research in HubSpot.
- Create a CRM email object without sending a message.
- Make it easier to revisit relevant page context.
Setup
Build it in a few focused steps.
- 1Connect Cloudflare browser rendering and HubSpot once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3In one instruction, ask Notis to render the specified pages, summarize relevant findings and create a HubSpot email record with valid properties and associations you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real page and review the email record.
Questions about this workflow
Does this send a marketing email?
No. It creates an email object for CRM record-keeping and does not send emails.
Can it store a baseline for comparison?
Only if you provide the baseline or specify a source that contains it. The workflow should not assume unavailable history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare browser rendering to Hubspot. A trigger fires from one place; an action lands in another.
Cloudflare browser rendering 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.
Cloudflare browser rendering and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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