Review credential program campaigns without manual searching
Have Notis periodically search your HubSpot campaigns for credential program work and send a concise review to your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Campaign search
Searches for and retrieves a paginated list of hubspot marketing campaigns.
Why this helps
Campaign lists grow, and finding the credential work that needs attention can become another task to remember.
- Make campaign review a predictable routine.
- Surface potentially relevant credential program campaigns.
- Send findings to a report channel for quick review.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign review outcome.
- 3Ask Notis to search HubSpot campaigns for the credential program terms you care about and summarize likely matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review and confirm the report is useful.
Questions about this workflow
Does this change or create campaigns?
No. The selected action searches and retrieves campaigns. The workflow summarizes the results for your review.
Can it decide which campaign is active?
Only if that status is available in the returned campaign data. Tell Notis to report uncertainty when the data does not establish campaign status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Hubspot. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
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.
Accredible certificates and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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