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Notis

Log Cardly segment campaigns in HubSpot

Keep segment-specific outreach visible by creating a HubSpot campaign record when a Cardly launch request arrives.

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

Segment campaign activity can become hard to compare when launches are recorded in separate places or not recorded at all.

  • Keep segment campaigns visible in HubSpot.
  • Reduce manual entry at campaign launch.
  • Retain the segment context provided in the request.

Setup

Build it in a few focused steps.

  • 1Connect Cardly and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that each segment campaign launch request should create a HubSpot campaign record using the included campaign and segment details.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real segment campaign request.

Questions about this workflow

Will Notis know the audience segment automatically?

Only if the segment is included in the request or provided to Notis. The workflow uses available details.

Does this create contacts for everyone in the segment?

No. It creates a HubSpot campaign record, not contacts.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Cardly 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.

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

When this happens · Trigger

Do this · Action

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