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Turn newsletter plans into HubSpot campaign records

Create a CRM campaign record from your newsletter plan so upcoming work is easier to track.

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

Planned newsletters can be easy to lose track of when there is no matching campaign record in HubSpot.

  • Reduce manual campaign record setup.
  • Keep upcoming newsletter work visible in HubSpot.
  • Use a recurring planning review to prompt preparation.

Setup

Build it in a few focused steps.

  • 1Connect Benchmark email and HubSpot once in the Notis portal.
  • 2Create an automation and describe which newsletter plans should become HubSpot campaign records.
  • 3Choose a Notis cron schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real newsletter plan and review the created campaign.

Questions about this workflow

Does this create and send a newsletter?

No. It creates a HubSpot marketing campaign record. It does not send a Benchmark or HubSpot email.

Where does the plan come from?

Describe the plan source in your instruction and make sure it is available through the connected Benchmark account or supplied context.

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.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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