Create a recurring HubSpot campaign for investor updates
Start each planned update with a campaign record ready to organize the work in HubSpot.
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
Recurring investor communications are easy to postpone when campaign setup is another manual task.
- Create a HubSpot campaign on a recurring schedule.
- Keep investor update planning represented in HubSpot.
- Start with an organized campaign record instead of creating one each cycle.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and HubSpot once in the Notis portal.
- 2Create an automation and describe the campaign to create for each investor update cycle.
- 3Pick a Notis cron schedule for the planning cadence.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does creating the campaign send an investor update?
No. This action creates a marketing campaign record. It does not create or send an email.
Will campaign content be pulled from Alpaca?
No. Alpaca trigger events are not available here. Include any campaign details in your instruction or supply them separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Hubspot. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.