Keep planned call outreach organized in HubSpot
Give upcoming CallOnTheGo outreach a home in HubSpot by creating a campaign from the plan and campaign details you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
Planned outreach can lack a shared place to track its campaign context and coordination.
- Create a HubSpot campaign from a supplied outreach plan.
- Keep campaign details together for later coordination.
- Run on a recurring schedule you choose.
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 name it.
- 3Describe which supplied outreach plan details Notis should use to create a HubSpot campaign.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real campaign plan and review the created campaign in HubSpot.
Questions about this workflow
Will this launch or send the call campaign?
No. It creates a HubSpot marketing campaign record; it does not start a CallOnTheGo Voice AI campaign or send outreach.
Where do campaign details come from?
Provide the campaign name and any desired properties in information available to Notis for the scheduled run.
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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