See existing campaigns before planning a travel update
Have Notis check a journey and search HubSpot campaigns on a schedule, then report potentially relevant campaigns for team 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
Teams can plan overlapping customer updates when they do not know which campaigns are already active or being prepared.
- See potentially relevant campaign records during route planning.
- Reduce duplicate campaign planning.
- Give the team a concise scheduled review to act on.
Setup
Build it in a few focused steps.
- 1Connect Bart and HubSpot once in the Notis portal.
- 2Create an automation asking Notis to check the specified Bart journey, search HubSpot campaigns for relevant existing work, and summarize matches in its run report.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one route and review the campaign search results.
Questions about this workflow
Does this create or change campaigns?
No. The HubSpot action searches for campaigns and retrieves a paginated list; the automation can summarize results in its run report.
What if there is no matching campaign?
Ask Notis to report that no relevant campaign was found so the team can decide whether to create one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bart to Hubspot. A trigger fires from one place; an action lands in another.
Bart 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.
Bart and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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