Keep web research in HubSpot email records
Preserve the page details behind a prospect conversation in HubSpot for easier follow-up.
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
Research context gets separated from CRM conversations when it stays only in browser tabs or personal notes.
- Keep page context in HubSpot for later reference.
- Create an email record without sending anything.
- Reduce the need to revisit research tabs.
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 submitted page, summarize relevant details and create a HubSpot email record with valid properties and associations you provide.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real page and review the HubSpot email record.
Questions about this workflow
Does creating this record send an email?
No. The action creates a CRM email object for record-keeping and does not send emails.
Can it associate the record with a contact?
Yes, when you provide valid existing object IDs and association type IDs.
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
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.