Keep recurring Bigmailer programs organized in HubSpot
When a recurring mailing program needs a CRM campaign record, let Notis check for one and create it when it is missing.
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
Recurring programs can be difficult to track when their campaign context is not represented in HubSpot.
- Keep recurring program records present in HubSpot.
- Avoid repeatedly checking campaign coverage by hand.
- Use reports to spot gaps and records needing review.
Setup
Build it in a few focused steps.
- 1Connect Bigmailer and HubSpot once in Notis.
- 2Create an automation in Automations or tell Notis to create one from your preferred channel.
- 3In one instruction, ask Notis to find recurring Bigmailer programs without a matching HubSpot campaign and create the missing campaign records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real recurring program and review its campaign record.
Questions about this workflow
Can this track each individual send?
This workflow creates HubSpot campaign records for programs. It does not schedule or send individual Bigmailer mailings.
How does it identify a matching campaign?
Tell Notis which available identifying details to compare, such as a program name, and confirm those details are accessible in both apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigmailer to Hubspot. A trigger fires from one place; an action lands in another.
Bigmailer 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.
Bigmailer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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