Make a draft email copy for a checked segment
Reuse an existing email as a starting point for a distinct checked audience, then let your team tailor and review the draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone marketing email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Why this helps
A relevant email already exists, but recreating it for a different checked cohort adds avoidable work.
- Reuse an existing email as a starting point.
- Give distinct cohorts a separate draft to review.
- Avoid editing the original email for a new audience.
Setup
Build it in a few focused steps.
- 1Connect Bulk Email Checker and HubSpot once in Notis.
- 2Create an automation and specify the existing email and segment context.
- 3Choose the Notis webhook trigger for a completed segment check.
- 4Choose where run reports should be delivered.
- 5Test with one real email ID and verify the new draft copy.
Questions about this workflow
Does cloning send the email?
No. The action duplicates an existing marketing email into a new draft.
What does the workflow need to clone?
It needs the ID of an existing HubSpot marketing email. Provide that ID or a reliable way for the automation to identify it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bulk Email Checker to Hubspot. A trigger fires from one place; an action lands in another.
Bulk Email Checker 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.
Bulk Email Checker and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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