Review HubSpot campaigns on a schedule
Set a cadence for Notis to search HubSpot campaigns and summarize the results where you already work.
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 reviews get delayed when checking HubSpot depends on remembering to open it.
- See matching campaigns without remembering to open HubSpot.
- Keep recurring campaign review in a familiar report channel.
- Ask Notis to highlight missing or unclear information in returned results.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation named for your campaign review.
- 3Tell Notis what campaign results to search for and how to summarize them.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real search and confirm the report is useful.
Questions about this workflow
What does the schedule do?
It starts the automation on the recurring schedule you choose in Notis.
Can the workflow change campaign records?
No. Campaign search retrieves matching campaigns; this workflow reports on the results.
Can it compare campaign performance over time?
Only if the search results include the needed historical data. Otherwise, provide a baseline or ask for a simple current results summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Hubspot. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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