Set up a campaign record for each HR program
Give an internal HR program a campaign record in HubSpot, with Notis using the program details you provide and relevant BambooHR context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Internal programs can be announced or tracked without a consistent HubSpot record to organize related campaign assets.
- Create a consistent campaign record for internal programs.
- Reduce repeated campaign setup work.
- Keep program details and employee context in one workflow.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which HR program details to use and to create a HubSpot campaign record without sending communications.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real program and review the campaign record.
Questions about this workflow
Does creating the campaign send an email?
No. This action creates a HubSpot campaign record; it does not send communications.
Where do program details come from?
Provide the program name and any details not present in BambooHR in the instruction or available source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Hubspot. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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