Get a concise campaign review on schedule
Bring campaign records back into view with a scheduled review that summarizes what HubSpot currently provides and flags details you need to supply.
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 information can require checking multiple places, making it harder to see what needs attention before the next video push.
- Bring campaign records into a regular review habit.
- Get a concise summary of available campaign details.
- Spot missing context before making a follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Captions and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the campaign review.
- 3In one instruction, tell Notis to search HubSpot campaigns and summarize relevant details alongside the Captions campaign context you provide, noting any missing information.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign and check that the review reflects available data accurately.
Questions about this workflow
Does this workflow measure video performance?
It searches HubSpot marketing campaigns and summarizes available records. Performance metrics must be available in the returned data or supplied by you.
Can it know which HubSpot campaigns relate to Captions?
Provide the relevant campaign names, identifiers, or matching rule in your instruction or source context.
What happens if a campaign has no useful data?
Instruct Notis to report what is missing rather than infer a result from unavailable fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Hubspot. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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