Review campaign records before creative work begins
Get a regular look at campaign records that your team has marked for upcoming creative work, so briefs are easier to pick up.
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
Upcoming campaigns can be overlooked when the next creative brief is tracked outside the CRM.
- Bring relevant campaign records into a review
- Connect planned creative work with campaign context
- Reduce manual campaign searching
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe searching campaigns and preparing a review based on supplied launch criteria and available HubSpot data.
- 4Choose a recurring schedule and where run reports should go.
- 5Run once with real campaigns and criteria, then check the review for missing context.
Questions about this workflow
Can HubSpot campaigns be matched to a Bannerbite project automatically?
Only when the campaign data or supplied criteria contains a reliable match. Provide any missing project context.
Does this create creative projects?
No. It searches HubSpot campaigns and prepares a report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Hubspot. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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