Prepare campaigns for upcoming programs
Give each upcoming program that needs coordinated communications a campaign record before work gets busy.
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
Program communications can start late when there is no early reminder to create a campaign record.
- Review upcoming programs before their start.
- Create campaign records when they need coordinated work.
- Reduce last-minute campaign setup.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Upcoming program campaigns.
- 3Tell Notis: Review upcoming employee programs available in Breathe HR and create a HubSpot campaign for each program that needs coordinated communications and has sufficient campaign details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real upcoming program.
Questions about this workflow
How far ahead does it look?
State the time window you want in the instruction, such as the next thirty days.
Will every program create a campaign?
No. Specify which programs need coordinated communications so the workflow creates only relevant campaign records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Hubspot. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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