Create scheduled HubSpot recap email records
Relationships fade when weeks go by without a logged touchpoint. Notis creates recap email records in HubSpot on the cadence you choose, so your priority accounts always show recent activity and you never realize too late that one went silent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Busy weeks mean accounts go untouched and unlogged, and relationships quietly cool without anyone noticing.
- Priority accounts always show recent, logged activity
- Touchpoints happen even in your busiest weeks
- You catch cooling relationships before they go cold
- Consistency stops depending on your bandwidth
Setup
Build it in a few focused steps.
- 1Connect Jira and HubSpot to Notis once in the portal.
- 2Open your portal link and choose New Automation.
- 3Describe it plainly: on a schedule, create recap email records in HubSpot for my key accounts.
- 4Pick a recurring schedule as the trigger and choose your run-report channel.
- 5Run it once to confirm the email records appear in HubSpot.
Questions about this workflow
Does this send emails to customers?
No. It creates email records for record-keeping and cadence, so your account activity stays current. You control any actual sending.
How do I choose the accounts?
Describe which accounts matter in your instruction and Notis handles the rest. No manual list building.
Can it create several at once?
Yes. Notis creates the recap records in a batch on each scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Hubspot. A trigger fires from one place; an action lands in another.
Jira triggers
Hubspot actions
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Not just Jira and Hubspot. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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