Keep Customer Follow-ups from Confluence Tasks in HubSpot
Bring customer follow-up tasks into the CRM record so the next conversation has context and the commitment is easier to find.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Customer commitments written as internal tasks can disappear from view when the team is working in HubSpot.
- Keep customer follow-up context close to CRM activity.
- Reduce the need to search Confluence before a customer conversation.
- Make internal commitments easier for the team to find.
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 Confluence tasks and create a HubSpot email engagement record for tasks that describe a customer follow-up, using only details available in the task.
- 4Pick the New Task Created trigger and choose where run reports should go.
- 5Test with one real task that names a customer follow-up and includes enough context.
Questions about this workflow
Does this send an email to the customer?
No. The selected action creates an email engagement record for CRM record-keeping; it does not send an email.
What details can Notis include?
Notis can use details returned with the task. If customer identity or other needed information is missing, include it in the task or have Notis report that it cannot create a useful record.
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
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.