Organize follow-up prompted by verification activity
When verification activity points to a defined communication need, create a HubSpot campaign record to organize the follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
A cluster of verification activity may call for coordinated communication, but the need can go unnoticed among other priorities.
- Review activity on a predictable schedule.
- Create a campaign when a defined communication need appears.
- Keep follow-up planning visible in HubSpot.
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 verification follow-up review.
- 3Tell Notis what verification activity merits a campaign and ask it to create one only when the criteria are met.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real activity example and review the campaign result.
Questions about this workflow
Does verification activity alone determine that outreach is appropriate?
No. Specify the criteria and any context needed for that decision. If required information is missing, ask Notis to report the gap.
Will the campaign email anyone?
No. The action creates a HubSpot campaign record and does not send messages.
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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