Process campaign briefs into HubSpot on a schedule
Set a recurring review for known campaign brief files and let Notis create campaign records from complete details.
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
Campaign briefs can wait in document queues while the team manually turns each one into a trackable record.
- Process specified briefs on a recurring schedule.
- Create campaign records from supplied details.
- Surface briefs that need more information in run reports.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which accessible brief files to process and which campaign details must be present.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real brief and confirm the created campaign in HubSpot.
Questions about this workflow
Does this create or send marketing emails?
It creates HubSpot marketing campaign records. It does not create or send email.
Will it find briefs automatically?
Automatic file discovery is not described in the available capabilities. Specify the accessible brief source or files in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Hubspot. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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