Make reported initiatives trackable in HubSpot
Turn explicitly named marketing initiatives in a Carbone report into campaign records for ongoing tracking.
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
Action items in performance reports can stay as notes instead of becoming trackable CRM campaigns.
- Turn report insights into trackable records
- Reduce campaign setup effort
- Keep initiative context in HubSpot
Setup
Build it in a few focused steps.
- 1Connect Carbone and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis which report initiatives should become HubSpot campaigns.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with a report that names an initiative and review the campaign.
Questions about this workflow
Can Notis decide which initiative deserves a campaign?
Provide your criteria in the instruction. Notis should not assume an unprovided business threshold.
Does this start the campaign?
No. It creates a marketing campaign record and does not launch the initiative.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Hubspot. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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