Get a monthly view of campaigns and email results
Give yourself one regular place to review campaign records and the email stats available to you.
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
Monthly reviews become difficult when campaign records and performance stats require separate manual searches.
- Bring campaign records into a recurring review.
- Use available stats to support planning decisions.
- Reduce the effort required to prepare a monthly summary.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and HubSpot once in the Notis portal.
- 2Create an automation and describe the monthly review and the Benchmark stats it should consider.
- 3Choose a Notis cron schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign and confirm the returned data supports the summary.
Questions about this workflow
Can this calculate changes over time?
Only if the apps return the needed historical data or you supply a baseline. Identify missing history in your instruction.
Does it alter campaign records?
No. The HubSpot campaign search action retrieves campaigns for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Hubspot. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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