Create a HubSpot marketing email draft from a Cloudlayer brief
Move from a prepared document brief to a HubSpot email draft while keeping review and sending in HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
A polished document brief still needs to be reshaped into an email draft, creating extra context switching before review.
- Create a draft using supplied content and configuration.
- Keep the HubSpot review step before any send.
- Reduce repeated copying between document and marketing tools.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a HubSpot marketing email draft from the content and settings in each incoming brief.
- 4Choose a webhook trigger and select where run reports should go.
- 5Send one real brief and review the resulting email draft in HubSpot.
Questions about this workflow
Will the email be sent automatically?
No. The action creates a marketing email. Sending or scheduling it is a separate action and is not included here.
Can it use recipient and sender settings?
The create action supports recipient, sender, content, and other configuration. Supply the necessary information in the brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Hubspot. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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