Create Hubspot email records from Drive templates automatically
Your team creates a new email template in Drive. Notis automatically creates a record in Hubspot so templates are tracked and associated with campaigns.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Email templates live in Drive but never make it to Hubspot, so you can't track which templates actually generated responses.
- Track email templates in one system alongside campaigns
- Associate templates with deals and contacts for full context
- Stop duplicating template storage between platforms
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Hubspot to Notis.
- 2Create an automation: 'When I create a new email template file in my Drive templates folder, create an email record in Hubspot with the template details.'
- 3Select the trigger: 'File Created' in your email templates folder.
- 4Set your notification channel.
- 5Test by creating a new template file in Drive and confirming the email record appears in Hubspot.
Questions about this workflow
Does Notis extract the email subject and body from the file?
Yes. Notis reads the file structure and extracts subject, copy, and any formatting details automatically.
Can I link the template to specific campaigns?
Absolutely. Include campaign name or ID in your automation prompt and Notis creates the association automatically.
What if I organize templates by folder (sales, marketing, support)?
Notis can tag emails with the folder name or category. Just mention this in your automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Hubspot. A trigger fires from one place; an action lands in another.
Google Drive triggers
Hubspot actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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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When this happens · Trigger
Do this · Action
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