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Turn a Census analysis request into a reviewable email draft

When someone requests a market update, Notis can gather the specified Census figures and create a HubSpot email draft that summarizes them for your team.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Research requests often create extra work when the findings have to be rewritten from scratch for an update.

  • Convert a research request into a draft
  • Keep the message available for review in HubSpot
  • Reduce repeated summary writing

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 the locations, statistics, summary style, audience, sender details, and email settings for the draft.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one analysis request and review the email draft in HubSpot.

Questions about this workflow

Will this send the email to the audience?

No. It creates a marketing email draft for review. Sending is a separate step in HubSpot.

Can the draft claim findings beyond Census data?

Keep the requested content grounded in the statistics retrieved and provide any other claims or context you want included.

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.

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.

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

When this happens · Trigger

Do this · Action

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