Move approved initiatives into HubSpot campaigns
Make campaign setup a predictable step after initiative research is complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
Approved campaign ideas can stall because someone has to translate research into a CRM record.
- Review approved initiatives on a repeatable cadence.
- Create campaign records when required details are present.
- Flag incomplete campaign information before it causes rework.
Setup
Build it in a few focused steps.
- 1Connect Clay and HubSpot to Notis once.
- 2Create an automation that creates campaigns for approved Clay initiatives with complete supplied details.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real initiative.
Questions about this workflow
How does Notis know an initiative is approved?
Provide an approval signal or status in the Clay data and describe how to interpret it in the prompt.
Will the action launch the campaign?
No. It creates a HubSpot campaign record, not a campaign send or launch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Hubspot. A trigger fires from one place; an action lands in another.
Clay 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Clay and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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