See relevant HubSpot campaigns before outreach
Get a focused review of HubSpot campaign records on a schedule, so you can check the right context before planning a CallOnTheGo run.
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 context is easy to overlook when switching between CRM planning and phone outreach.
- Retrieve a paginated set of HubSpot marketing campaigns.
- Ask Notis to surface records relevant to your supplied review criteria.
- Reduce context switching before planning outreach.
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what campaign records to look for and how to summarize them for call planning.
- 4Pick a recurring schedule trigger and select a report destination.
- 5Test with one real review run and confirm the summary uses returned campaign data.
Questions about this workflow
Does this edit or launch campaigns?
No. The selected action searches for campaign records; it does not change or launch them.
Can Notis summarize campaign performance?
Only when the campaign search returns the relevant data. Supply any missing criteria or baseline needed for the summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Hubspot. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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