Prepare campaign planning with a scheduled scan
Walk into planning with the campaign listings already retrieved and ready to review.
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
Planning sessions lose time when campaign context has to be collected manually at the last minute.
- Prepare campaign context ahead of planning
- Reduce last-minute CRM searches
- Focus review time on decisions
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the planning scan.
- 3Tell Notis to search HubSpot campaigns and organize the returned details for your planning review.
- 4Choose a recurring schedule before planning sessions and select where run reports should go.
- 5Test with one run and confirm the results help prepare the session.
Questions about this workflow
Can this judge which campaigns performed best?
Only if the search results include relevant performance data and you provide the criteria for comparison.
Can it change campaign settings?
No. This workflow uses campaign search to retrieve listings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Hubspot. A trigger fires from one place; an action lands in another.
Authyo 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Authyo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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