Get a scheduled view of HubSpot campaigns
Bring campaign information into a concise scheduled review instead of opening HubSpot just to check what is active.
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 details spread across tools and tabs can make routine reviews easy to postpone.
- Make recurring campaign checks easier
- Summarize returned campaign data
- Keep review reports in a chosen channel
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.
- 3In one instruction, ask Notis to search campaigns and summarize the returned results for review.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real run and check that the summary includes the campaign details you need.
Questions about this workflow
Can the summary include campaign performance metrics?
Only when those metrics are returned by the search or supplied to Notis. This action searches campaigns and does not promise analytics fields.
Can I use this to create campaigns?
This workflow searches for campaigns. Creating campaigns requires a different action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Hubspot. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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