Clone emails for Charla segments
Give a proven email a focused starting point for a newly visible customer segment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone marketing email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Why this helps
Teams delay targeted follow-up because adapting an existing email takes too many steps.
- Speeds targeted messaging
- Preserves proven structure
- Reduces drafting effort
Setup
Build it in a few focused steps.
- 1Connect Charla and HubSpot once in Notis.
- 2Create an automation named Charla segment email clone.
- 3Tell Notis to clone the specified HubSpot marketing email when the Charla payload identifies a distinct segment, and name the draft after that segment.
- 4Choose the webhook trigger and report channel.
- 5Test with one real segment insight.
Questions about this workflow
Does the clone go live?
No. It creates a new draft.
Can Notis rename the clone?
Yes. Ask it to use a clear segment-based draft name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Hubspot. A trigger fires from one place; an action lands in another.
Charla 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Charla and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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