Start a HubSpot marketing email from a document brief
Get a first email draft into HubSpot from the brief details your team already gathered.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Campaign copy and sender details can stall between a prepared brief and a configured marketing email.
- Reduce re-entry of brief content
- Give the team a draft to review in HubSpot
- Keep email preparation linked to the source request
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for email draft preparation.
- 3Describe in one instruction how to create a HubSpot marketing email draft using the content and required settings provided in the webhook request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real brief and review the resulting draft in HubSpot.
Questions about this workflow
Will this send the marketing email?
The action creates a marketing email and supports configuration options, but this workflow is framed as draft preparation for review. It does not claim to send it.
What details should the request include?
Include the brief content and any required configuration values for the HubSpot marketing email. The exact required values depend on the HubSpot account and setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Hubspot. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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