Give each fundraising initiative a campaign home in HubSpot
Submit a fundraising initiative once and create its campaign record in HubSpot for coordinated work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Campaign planning gets fragmented when a fundraising initiative has no shared record for marketing activity.
- Create a shared campaign record when an initiative is ready.
- Keep campaign work connected to the HubSpot marketing workspace.
- Check the creation result through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot marketing campaign from each submitted fundraising initiative using available campaign properties.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real initiative example and review the result.
Questions about this workflow
Does creating a campaign launch marketing to donors?
No. This action creates a marketing campaign record; it does not send an email or launch outreach.
What if the initiative has incomplete campaign details?
Notis can use only supplied or retrieved details. Define sensible omissions in the prompt and provide any required properties.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Hubspot. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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