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Check for existing campaigns before planning another

Before a new campaign is created, let Notis search HubSpot for relevant existing campaigns and report what it finds against the Breeze plan.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Campaign search

Searches for and retrieves a paginated list of hubspot marketing campaigns.

Why this helps

Teams may plan a campaign without realizing a related campaign already exists in HubSpot.

  • Make existing campaign records easier to find during planning.
  • Reduce repeated research across project and marketing tools.
  • Give the team results to review before taking further action.

Setup

Build it in a few focused steps.

  • 1Connect Breeze and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for campaign lookup.
  • 3In one instruction, ask Notis to search HubSpot campaigns relevant to the submitted Breeze planning context and summarize matching results.
  • 4Choose the webhook trigger and choose a report channel.
  • 5Test with one real plan and confirm the results are relevant.

Questions about this workflow

Does this create or change campaigns?

No. This workflow searches for and retrieves campaigns for review.

Can the search guarantee that there are no duplicates?

Search results depend on the search criteria and available campaign data. Review the matches before creating a new campaign.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Breeze to Hubspot. A trigger fires from one place; an action lands in another.

Breeze triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Breeze and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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