Make campaign review a scheduled habit
Set a recurring Notis run to search HubSpot campaigns and surface the records that deserve your attention.
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
Campaign status checks often slip when they depend on remembering to open another dashboard.
- Create a predictable time to review campaigns.
- Reduce dashboard hopping.
- Get a focused summary of campaign records.
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 marketing campaigns and summarize the results relevant to your review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and adjust the instruction if the report misses useful context.
Questions about this workflow
Can Notis identify underperforming campaigns?
It can summarize campaign search results. A performance judgment requires the relevant performance data to be returned by the search or supplied to Notis.
Can the schedule run every week?
Yes. Choose the recurring schedule that fits your review routine when setting up the automation.
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.
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.
BrowserAct and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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