Get a scheduled review of HubSpot campaigns
Have Notis collect a paginated list of HubSpot marketing campaigns on a schedule and summarize the returned results where you already review work.
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
Campaign records can be spread across HubSpot views, making it easy to miss what needs attention during a busy week.
- Bring campaign search results into a scheduled report.
- Reduce manual navigation through campaign lists.
- Use Notis to summarize the returned campaign data.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to search HubSpot marketing campaigns and summarize the returned results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once and review the summary against the campaigns in HubSpot.
Questions about this workflow
Can this report tell me which campaign performed best?
The listed action searches campaigns. Performance comparison requires relevant performance data to be returned or supplied separately.
Can I set the campaign filters in Notis?
The Notis setup is prompt-based and does not use field-mapping or filter-building screens. Describe the outcome you want in the instruction.
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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