Keep campaign context close to your Clay research
Regularly check which HubSpot campaigns may relate to the accounts or initiatives you are researching.
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
Marketing campaign context gets lost when account research and campaign planning happen in separate tools.
- Run a regular campaign discovery review.
- Connect account or initiative research to relevant campaign records.
- Keep campaign context easier to find during planning.
Setup
Build it in a few focused steps.
- 1Connect Clay and HubSpot to Notis once.
- 2Create an automation that searches HubSpot campaigns using current Clay research terms.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real search.
Questions about this workflow
Does this monitor campaign performance?
No. The selected action searches campaign records; it does not retrieve performance analytics.
Can the schedule use changing Clay research?
The automation can use data available when it runs. Make sure the current research context is supplied to the prompt or run.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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