Give upcoming Agility CMS content a campaign plan
A scheduled review can turn upcoming content into campaign records before launch week gets busy.
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
Content gets close to publication before anyone creates a campaign record or notices a tracking handoff is missing.
- Review upcoming content on a recurring schedule.
- Create campaign records for content that merits campaign tracking.
- Reduce last-minute launch setup.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and HubSpot once in the Notis portal.
- 2Create an automation and describe which upcoming content should get campaign records.
- 3Tell Notis to review Agility CMS content and create HubSpot campaigns for qualifying items, following your naming guidance.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real upcoming content item and review the created campaign.
Questions about this workflow
How does Notis decide which content gets a campaign?
Describe your criteria in the automation instruction. Any needed status, date, or priority information must be available from Agility CMS or supplied by you.
Will the schedule publish the content?
No. This workflow reviews content and creates HubSpot campaign records. It does not publish Agility CMS content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Hubspot. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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