Check contact list membership during Cloudsmith account reviews
Review which HubSpot lists include selected CRM records as part of a regular account check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read list memberships
Retrieves list memberships for multiple CRM records.
Why this helps
It is easy to lose track of a contact’s marketing context when an account review moves between package and CRM tools.
- See list membership for selected HubSpot records
- Add a repeatable check to account review routines
- Reduce time spent searching lists manually
Setup
Build it in a few focused steps.
- 1Connect Cloudsmith and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis which HubSpot CRM records to check and ask it to report their list memberships for your account review.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real example using valid CRM record IDs and review the memberships returned.
Questions about this workflow
Does this action find records by itself?
The action retrieves memberships for supplied CRM records. Provide the records or IDs to check in your instructions.
Does it change list membership?
No. The action reads and retrieves list memberships.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudsmith to Hubspot. A trigger fires from one place; an action lands in another.
Cloudsmith triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associate an existing asset with a marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Add a custom data token to an existing event template.
Archive email
Move an email to the recycling bin, where it stays inaccessible unless restored.
Archive a batch of quotes by id
Archive quotes in a batch; archived quotes cannot be restored to active status.
Archive batch of feedback submissions by id
Queue feedback submissions for archiving, removing them from active views without deleting them.
Archive batch of line items by id
Archives a batch of line items; the API cannot undo this.
Archive batch of objects by id
Archives a batch of existing CRM objects, removing them from active use in the system.
Archive batch of properties
Archives a batch of properties for a CRM object type; you can safely retry this action.
Connect any two apps with Notis in the middle.
Cloudsmith and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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