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Notis

Find campaigns that need a closer look

Collect the campaign records you want to inspect without repeating the same search by hand.

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 lists accumulate records that need review, but finding them can fall behind active launch work.

  • Repeat the same campaign lookup on a schedule
  • Bring matching records to a human review
  • Make campaign inventory checks easier to resume

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, tell Notis which campaign criteria to search and to list matching records for review.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with a real campaign search and verify the returned matches.

Questions about this workflow

Will this archive campaigns that match?

No. The campaign search action only retrieves campaign records for review.

Can it determine which campaigns are outdated?

Only if you specify criteria supported by returned data or provide the needed baseline and cutoff context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Hubspot. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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