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Notis

Keep Campayn send history with HubSpot contacts

Notis can review the Campayn send details you specify and record relevant email activity in HubSpot for context.

Trigger

Recurring schedule

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

Action

Create a batch of emails

Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.

Why this helps

It takes extra effort to understand a contact's recent email activity when records live in separate tools.

  • Keep selected send activity near CRM contact records.
  • Reduce manual activity logging.
  • Make follow-up context easier to find.

Setup

Build it in a few focused steps.

  • 1Connect Campayn and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which Campayn send activity to review and to create HubSpot email records for relevant contacts.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Test with one real send and verify the HubSpot email record and associations.

Questions about this workflow

Does this send the email again?

No. The HubSpot action creates email objects for record-keeping and does not send emails.

Will every send be associated with a contact?

Associations require valid HubSpot contact IDs and association types. Check that Notis can identify the relevant contacts during your test.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Campayn 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.

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

When this happens · Trigger

Do this · Action

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