Clone HubSpot emails for new Chartly reports
Reuse the structure that works while refreshing the evidence.
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
Recurring report emails take too much time when every draft starts from scratch.
- Speeds recurring email creation
- Preserves a known layout
- Creates a fresh editable draft
Setup
Build it in a few focused steps.
- 1Connect Chartly and HubSpot in Notis once.
- 2Create an automation for report email cloning.
- 3Tell Notis to clone the supplied HubSpot email and name the draft for the incoming Chartly reporting cycle.
- 4Pick the webhook trigger and choose the report destination.
- 5Test with one existing email.
Questions about this workflow
Does the clone include the new chart automatically?
The cloned draft is created from the source email; provide instructions for inserting or referencing the new Chartly URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Hubspot. A trigger fires from one place; an action lands in another.
Chartly 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chartly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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