Find the right HubSpot campaign while planning proposals
Notis can search HubSpot campaigns during your planning routine and surface existing records relevant to the proposal work at hand.
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
Campaign context can be hard to find when proposal planning spans multiple tools and old HubSpot records.
- Find campaign records during the planning flow
- Reduce manual searching in HubSpot
- Bring campaign context into a regular review
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and HubSpot once in the Notis portal.
- 2Create an automation that asks Notis to search HubSpot campaigns relevant to the proposal planning work.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one known campaign and confirm the search results are useful.
Questions about this workflow
Does this create or modify campaigns?
No. The selected action searches for and retrieves campaigns.
How does Notis know which campaigns are relevant?
Give Notis the initiative name, date range, or other search context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Hubspot. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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