Keep DM follow-up commitments on the CRM record
Capture a promised email follow-up in HubSpot while the commitment is still visible in the conversation.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 promises made in a DM can slip through the cracks when they are not recorded.
- Make follow-up commitments easier to find.
- Reduce dropped customer follow-ups.
- Log the commitment without sending an email.
Setup
Build it in a few focused steps.
- 1Connect Slackbot and HubSpot once in the Notis portal.
- 2Create an automation named DM follow-up commitment log.
- 3Tell Notis to create a HubSpot email record for an explicit customer email commitment in the DM, for tracking only.
- 4Pick Direct Message Received as the trigger.
- 5Choose a report channel and test with one real follow-up commitment.
Questions about this workflow
Will Notis send the promised email?
No. The selected action creates a record for tracking and does not send an email.
Can a record be associated with the right contact?
Yes, when the DM or your instruction supplies valid existing HubSpot association identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Hubspot. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slackbot and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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