Make campaign reviews easier to prepare
Start your review with HubSpot campaign records and the Bidsketch context that helps explain what is happening.
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
Gathering campaign and proposal status context separately creates a slow, fragmented review process.
- Collect campaign records for a recurring review.
- Add relevant proposal status context when available.
- Make it easier to spot campaigns that need a decision.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign review prep.
- 3Tell Notis to search HubSpot campaigns and summarize relevant Bidsketch proposal status context, marking unavailable details clearly.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign and review the report for useful context.
Questions about this workflow
Does this send or edit campaigns?
No. The HubSpot action searches for campaigns and retrieves records for Notis to summarize.
Can it connect proposals to campaign performance?
Only if available data establishes that relationship. If the apps do not provide attribution or linkage details, the report should say they are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Hubspot. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.