Keep customer email context from Trello in HubSpot
Give customer email interactions documented in Trello a searchable record in HubSpot.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Customer email context can be trapped in task cards instead of the CRM history used for follow-up.
- Keep documented customer interactions easier to retrieve.
- Reduce manual CRM history updates.
- Avoid creating incomplete records when required details are missing.
Setup
Build it in a few focused steps.
- 1Connect Trello and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer interaction capture.
- 3Tell Notis to create a HubSpot email record from a new Trello card only when it documents a completed customer email interaction and includes valid required associations.
- 4Pick the Trello new card trigger and choose where run reports should go.
- 5Test with one real interaction card.
Questions about this workflow
Will this send an email to the customer?
No. The action creates an email object for record-keeping and does not send emails.
Can it process cards without a valid HubSpot association?
Have Notis report those cards for review rather than attempting to create an improperly associated record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Hubspot. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Activity Trigger
Triggered when there is activity in Trello.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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