Keep your Cardly campaign portfolio visible in HubSpot
Give Notis your campaign portfolio and have a scheduled run record each planned campaign in HubSpot.
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
A portfolio of planned outreach is easy to lose track of when it lives only in a separate planning list.
- Create a searchable CRM record for planned campaigns.
- Keep portfolio visibility in a familiar place.
- Reduce manual campaign-by-campaign data entry.
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 how to turn each supplied Cardly campaign plan into a HubSpot campaign record and how to handle incomplete entries.
- 4Pick the notis_cron schedule and choose where run reports should go.
- 5Test with one real campaign plan and review its HubSpot record.
Questions about this workflow
Will repeated runs create duplicate campaign records?
State the identifiers or existing-record context available to Notis and instruct it how to handle records already logged. Do not assume an unlisted lookup or deduplication action.
Where does the portfolio come from?
Provide the campaign plans to Notis or make them accessible through your connected workflow context.
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.
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.
Cardly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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