Bring relevant HubSpot campaigns into planning
Have Notis gather campaigns that match your planning question so your next marketing review starts with useful context.
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
Marketing planning slows down when campaign discovery means searching across records before the discussion can begin.
- Start planning from relevant returned campaign data
- Reduce manual searching before reviews
- Keep the search question attached to a recurring report
Setup
Build it in a few focused steps.
- 1Connect AnyDB and HubSpot once in the Notis portal.
- 2Create an automation from any channel, or open Automations, then New Automation in the portal.
- 3Tell Notis what campaigns to search for and what details are useful for planning; supply any goals or baselines not present in returned data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign search and review whether the returned details answer your planning question.
Questions about this workflow
Can Notis recommend which campaign to launch next?
It can summarize returned campaign data against goals or context you provide. The search action does not supply unstated goals or performance data.
Can the schedule run before each planning meeting?
Yes. Choose a recurring schedule that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Hubspot. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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