Weekly Cleanup: Archive Old Feedback Submissions
Old feedback submissions clutter your active queue. This weekly automation archives submissions older than 60 days so your team focuses on current feedback.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive batch of feedback submissions by id
Asynchronously archives a batch of hubspot feedback submissions using their unique ids, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views without being deleted.
Why this helps
Feedback submissions from weeks ago stay in your active queue, making it hard to spot recent customer sentiment and issues.
- Focus on recent feedback
- Reduce queue clutter
- Preserve historical feedback data
- Faster response to current issues
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis.
- 2Create an automation: 'Every Friday at 5 PM, archive all feedback submissions in Hubspot older than 60 days.'
- 3Customize the age threshold as needed.
- 4Set your notification channel.
- 5Select 'Weekly schedule' as your trigger.
- 6Review the first run to ensure appropriate submissions are archived.
Questions about this workflow
What types of feedback are archived?
All feedback submission types unless you specify exclusions. Tell Notis which feedback sources or topics to preserve.
Can feedback be restored if needed?
Yes. Archived feedback is fully searchable and can be restored via Hubspot's archive feature or by asking Notis.
Does archiving affect feedback reports or analytics?
Archived feedback may not appear in some reports. Specify in your prompt if certain feedback should remain active for reporting purposes.
When this happens · Trigger
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Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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