Review selected HubSpot email records on a schedule
Bring a known set of HubSpot email records into a scheduled report, with only the properties you ask Notis to retrieve.
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
Finding and reviewing a group of specific email records can take more time than the actual decision they support.
- Retrieve multiple email records by ID or a unique property.
- Select the properties to fetch in the instruction.
- Summarize returned records in the scheduled report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which email records to retrieve and which properties to summarize.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once and verify the results against the selected HubSpot email records.
Questions about this workflow
Can this review marketing email drafts?
This action reads HubSpot email objects by internal ID or a unique property. It does not create, send, or edit marketing emails.
What should I provide to identify the records?
Provide internal IDs or values for a unique property, and specify the properties you want returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Hubspot. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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