Organize recurring response work in HubSpot
Use a scheduled Borneo review to create a HubSpot campaign record when a finding calls for a coordinated effort.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of campaigns
Creates up to 50 marketing campaigns in a single batch operation.
Why this helps
Recurring assessments can identify response needs faster than teams can organize campaigns around them.
- Give qualifying findings a campaign record.
- Make response work easier to coordinate.
- Reduce time spent setting up recurring response efforts.
Setup
Build it in a few focused steps.
- 1Connect Borneo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which review findings merit a campaign and the campaign details to use.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real review result and verify the campaign record in HubSpot.
Questions about this workflow
Will this send marketing emails?
No. The action creates campaign records. It does not create or send marketing emails.
Can it make a campaign for every review?
The instruction should specify the findings that merit a campaign so routine results do not create unnecessary records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Hubspot. A trigger fires from one place; an action lands in another.
Borneo 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.
Borneo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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