Capture priority call recaps in HubSpot on demand
Mark an important call for follow-up with a webhook, then let Notis add its concise recap to HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Some calls need same-day CRM documentation, but waiting for a later review makes follow-up harder.
- Promptly document high-priority conversations
- Avoid rewriting the transcript into CRM
- Keep the recap attached to a verified contact when possible
Setup
Build it in a few focused steps.
- 1Connect Fireflies and HubSpot once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to use the webhook request context to identify the matching Fireflies transcript and create a concise HubSpot email record, associating it only with a verified existing CRM record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real webhook request and confirm the recap in HubSpot.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include enough context in the request for Notis to identify the intended call.
Will it send the recap to the customer?
No. The HubSpot action creates an email record for CRM record-keeping; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Hubspot. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Fireflies and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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