Surface campaigns that need a release follow-up
A recurring campaign check can help you notice planning items that need attention after a release. Set the criteria in your Notis instruction and include relevant release context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Campaign search
Searches for and retrieves a paginated list of hubspot marketing campaigns.
Why this helps
Campaign follow-up can fall through after the release itself gets the team's attention.
- Search the campaign list on a predictable schedule
- Apply review criteria supplied in the instruction
- Keep release follow-up visible
Setup
Build it in a few focused steps.
- 1Connect CircleCI and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to search campaigns and flag records matching your stated follow-up criteria.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real campaign and your follow-up criteria.
Questions about this workflow
Can this determine that a campaign is stale without criteria?
No. Define what needs follow-up in the instruction, and ensure the search returns the information needed to assess it.
Does CircleCI provide the schedule trigger?
No. Notis starts this workflow on the recurring schedule you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Circleci to Hubspot. A trigger fires from one place; an action lands in another.
Circleci 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.
Circleci and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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