Keep slide follow-up visible in HubSpot
Turn a handoff or follow-up note tied to a presentation into a HubSpot record your team can find.
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
Follow-up decisions made around a deck can disappear in chat or personal notes and never make it into the CRM.
- Capture presentation follow-up in HubSpot
- Keep useful context attached to a CRM record
- Reduce reliance on scattered notes
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the follow-up it records.
- 3In one instruction, tell Notis to create a HubSpot email record from the webhook details and include the relevant presentation context.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real example, including valid HubSpot associations if you want the record linked to CRM objects.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Include the follow-up details and any context the instruction needs.
Does creating an email record send an email?
No. The HubSpot action creates an email object for record-keeping and does not send a message.
Can the record be linked to a HubSpot contact or deal?
The action supports associations, but the associated HubSpot IDs and association type IDs must be valid. Include them in the incoming information if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Hubspot. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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