Keep Customer Correspondence Attachments Visible in HubSpot
When a team stores customer correspondence in Confluence, Notis can check the attachment context and record a useful engagement in HubSpot.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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
Customer correspondence stored as an attachment can be hard to find when reviewing the CRM relationship history.
- Keep customer correspondence activity closer to the CRM record.
- Reduce manual logging of documented email exchanges.
- Avoid creating records for unrelated attachments.
Setup
Build it in a few focused steps.
- 1Connect Confluence and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to review new attachments and available page context, then create a HubSpot email record only for customer correspondence with enough information and valid association details.
- 4Pick the New Attachment Added trigger and choose where run reports should go.
- 5Test with one real attachment and its associated Confluence page.
Questions about this workflow
Will the attachment itself be copied into HubSpot?
The selected action creates email objects for record-keeping. It does not specify file transfer, so use it to record correspondence details available to Notis.
Can Notis create a record if the associated CRM contact is unclear?
Only if the required association details are available and valid. Otherwise, instruct Notis to report what needs clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Hubspot. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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