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Notis

See your campaign portfolio at a glance

Have Notis search your HubSpot campaigns on a schedule and summarize the records that matter for planning your next week.

Trigger

Recurring schedule

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

Action

Campaign search

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

Why this helps

Planning the next marketing push is harder when campaign status is spread across records you have to gather manually.

  • Prepare a useful portfolio overview for planning.
  • Reduce time spent collecting campaign records.
  • Make active work easier to scan.

Setup

Build it in a few focused steps.

  • 1Connect BrowserAct and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to search HubSpot campaigns and summarize the portfolio fields that support your planning routine.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real search and adjust the summary instruction to fit your planning needs.

Questions about this workflow

Does the campaign search include every planning metric?

The summary can use only the campaign details returned by the search. If a planning metric is missing, provide it separately or choose available properties.

Can I choose how often the summary arrives?

Yes. Set the recurring schedule that fits your planning rhythm.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

BrowserAct 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.

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

When this happens · Trigger

Do this · Action

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