Review HubSpot campaigns on a schedule
Set a recurring schedule for Notis to retrieve HubSpot campaigns and share a focused overview with the report channel you choose.
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 review can slip when you have to remember to open HubSpot, gather the list, and reconstruct the context each time.
- Have a recurring campaign overview prepared for review.
- Reduce the effort of gathering campaign records manually.
- Add relevant context from Cody when available.
Setup
Build it in a few focused steps.
- 1Connect Cody and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve HubSpot marketing campaigns and summarize the returned information with relevant Cody context, noting any context it cannot find.
- 4Pick the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real run and review the campaign overview.
Questions about this workflow
What data does the overview use?
The HubSpot campaign search action retrieves marketing campaigns. Notis can summarize the returned information and use relevant Cody knowledge as context.
Can the overview identify overdue campaigns?
Only if the returned campaign information or your instructions provide a reliable basis for that judgment. The workflow should report when needed details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Hubspot. A trigger fires from one place; an action lands in another.
Cody 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.
Cody and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.