Create campaigns for customer initiatives
Give each customer initiative a campaign record that is ready for your team to build on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Customer initiatives can be hard to track when plans stay in messages and never become campaign records.
- Record customer initiatives as campaigns
- Reduce campaign setup effort
- Keep a campaign record linked to the incoming brief context
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 to create a HubSpot marketing campaign from each incoming customer initiative brief using its supplied properties.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real initiative brief and verify the campaign record.
Questions about this workflow
Does creating the campaign also create the customer contact?
No. This action creates a marketing campaign record.
Can it add campaign assets?
No. This action creates the campaign itself. Asset associations require a separate workflow and existing asset details.
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.
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.
Anthropic administrator and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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