Scan HubSpot campaigns during event planning
Bring campaign records into your recurring planning session with event notes summarized where they are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Campaign search
Why this helps
Campaign planning can require repeated searches across CRM records and separate event notes.
- Gather campaign records for planning
- Keep supplied event notes with the review
- Call out missing details without guessing
Setup
Build it in a few focused steps.
- 1Connect Codereadr and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name the planning scan.
- 3Describe that Notis should search HubSpot campaigns and summarize them with Codereadr planning information provided to the run.
- 4Choose a recurring schedule and a report destination.
- 5Test using one real planning cycle and inspect the report.
Questions about this workflow
Will the workflow schedule or send marketing emails?
No. It searches and retrieves campaign records only.
Can it include planning notes that are not in either app response?
Provide those notes as input. Notis cannot access information that is not supplied or returned.
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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