Review HubSpot campaigns on a schedule
Have Notis search your HubSpot campaigns regularly and bring the results into a clear report.
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
Finding the right campaign details can interrupt focused work when you need a quick status check.
- Find campaigns without a manual CRM search
- Get a recurring summary of returned campaign data
- Keep campaign review work in a predictable routine
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 which returned details to summarize; name any baseline or context that is not available from the search results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign search and review the report.
Questions about this workflow
Can this workflow report on campaign performance metrics?
The listed action searches for campaigns. Ask Notis to summarize returned data, and provide any metrics or baselines that are not included in those results.
Can I control which campaigns are relevant?
Describe the campaign criteria in your instruction. Notis can work with returned search data, but it cannot access fields the action does not return.
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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