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Notis

Check existing HubSpot campaigns when a brief changes

Give the team a current view of HubSpot campaigns when a ClickUp campaign brief is revised.

Trigger

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

Action

Campaign search

Searches for and retrieves a paginated list of hubspot marketing campaigns.

Why this helps

Revised campaign plans can miss existing HubSpot campaigns if teams do not check the CRM again.

  • Prompt a review of existing campaigns when planning changes.
  • Reduce duplicate or conflicting campaign planning.
  • Keep campaign research close to the updated ClickUp brief.

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and HubSpot once in the Notis portal.
  • 2Create an automation and ask Notis to search HubSpot campaigns relevant to the updated campaign brief.
  • 3Pick the ClickUp Folder Updated trigger and choose where run reports go.
  • 4Test with one real brief update and review the campaign search results.

Questions about this workflow

Does campaign search create or edit campaigns?

No. This action retrieves campaign results for review.

How does the search know what to find?

Include the relevant campaign names, launch topic, or other search context in the ClickUp brief and your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Hubspot. A trigger fires from one place; an action lands in another.

Clickup triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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