Create a fresh HubSpot email draft for a Beamer update
Reuse a previous email structure when a new Beamer update needs a similar announcement, while keeping the original draft intact.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Clone marketing email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Why this helps
Rebuilding a familiar email structure takes time, while editing an old email can make it harder to preserve the original.
- Reuse an existing email as a starting point
- Keep the source email available
- Tie the new draft to a recent Beamer update
Setup
Build it in a few focused steps.
- 1Connect Beamer and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review recent Beamer updates and clone the specified existing HubSpot marketing email when an update fits your stated criteria.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real update and an existing email id.
Questions about this workflow
Does cloning update the original email?
No. The action creates a new draft from the existing marketing email.
Does Notis choose which email to clone automatically?
Tell Notis what kind of email to use and provide enough identifying context. The source email must exist in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beamer to Hubspot. A trigger fires from one place; an action lands in another.
Beamer 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.
Beamer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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