Prepare a monthly population insights draft
Have Notis refresh population statistics for your chosen locations and prepare a monthly HubSpot email draft your team can review and share when ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Monthly reporting takes longer when someone has to gather the same data and rebuild the update each time.
- Refresh selected population statistics on schedule
- Create a draft for review in HubSpot
- Reduce recurring report preparation
Setup
Build it in a few focused steps.
- 1Connect Census bureau and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, specify locations, population measures, comparison periods, and email draft details.
- 4Pick the monthly schedule trigger and choose where run reports should go.
- 5Test with one monthly update and review the draft in HubSpot.
Questions about this workflow
Can the summary compare this month with last month?
Use a comparison period supported by the Census data. Provide the baseline or prior values if they are not returned in the current research.
Does this create a standard marketing email or a draft?
It creates a HubSpot marketing email draft. Review it in HubSpot before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Census bureau to Hubspot. A trigger fires from one place; an action lands in another.
Census bureau 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.
Census bureau and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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