Review HubSpot campaigns without a manual search
Get a scheduled view of your HubSpot campaigns so you can spot what needs attention in one place.
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 review can fall behind when someone has to remember to open the marketing workspace and gather the list.
- Put campaign review on a predictable cadence.
- Reduce time spent gathering the campaign list.
- Receive a concise report in the channel your team uses.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign review.
- 3Ask Notis in one instruction to search HubSpot campaigns and summarize the results relevant to your review.
- 4Choose notis_cron as the trigger and select a report channel.
- 5Run a test and review the report against real campaigns in HubSpot.
Questions about this workflow
Can this report campaign performance metrics?
The selected action searches campaigns. It does not itself provide performance analytics, so request only details returned by the search.
Can I set the review cadence?
Yes. Choose a recurring schedule for the notis_cron trigger in the automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Hubspot. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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