Connect CardClan event card plans to HubSpot campaigns
Give an event card initiative a campaign record in HubSpot using the details that arrive from CardClan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Event related card plans can be hard to coordinate when the campaign record has not been created.
- Create a trackable campaign record
- Keep supplied event context in HubSpot
- Reduce campaign setup steps
Setup
Build it in a few focused steps.
- 1Connect CardClan and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a HubSpot campaign from the event card initiative details in incoming CardClan data.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real event initiative and confirm the campaign appears in HubSpot.
Questions about this workflow
Does this schedule or send the event card?
No. It creates a HubSpot marketing campaign record and does not send the CardClan card.
What if the event details are incomplete?
Provide required details in the request or instruction; Notis should report gaps rather than make them up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Hubspot. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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