Review campaigns on your PDF reporting schedule
Put campaign review on a predictable cadence and gather the HubSpot campaign list for your reporting workflow.
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 review gets postponed when it depends on someone remembering to open HubSpot and collect the latest list.
- Run campaign review as part of a recurring reporting routine.
- Retrieve a paginated list of marketing campaigns from HubSpot.
- Reduce the effort of remembering to start the review.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve the HubSpot campaign list for the recurring review and summarize relevant results for your PDF reporting process.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the campaign results are useful.
Questions about this workflow
Does this workflow generate a PDF report?
No. The HubSpot action searches campaigns. Api2pdf has no trigger or action event in this package, so PDF generation must be handled separately.
Can it report campaign performance metrics?
The action retrieves campaigns. Only information returned by HubSpot is available for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Hubspot. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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