Get a recurring digest of event record list membership
Review which lists include your event records in a recurring report that is easy to scan and act on.
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
Without a regular checkpoint, it is easy to miss whether event records are included in the lists used for follow-up.
- Make membership review part of a routine
- Get a concise report across multiple records
- See where record identifiers are missing
Setup
Build it in a few focused steps.
- 1Connect Codereadr and HubSpot once in the Notis portal.
- 2Create an automation and describe the recurring membership summary.
- 3Tell Notis to retrieve list membership for supplied HubSpot record IDs related to Codereadr activity and summarize the results.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with a real set of records and refine the report instruction.
Questions about this workflow
Does this change the lists?
No. It reads list memberships for supplied CRM records.
Can I use it without record IDs?
The action needs HubSpot CRM records to look up. Provide their identifiers through the available event context or instruction input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Codereadr to Hubspot. A trigger fires from one place; an action lands in another.
Codereadr 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.
Codereadr and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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