See your HubSpot campaign portfolio at a glance
Use a recurring campaign search to help Notis prepare a short portfolio summary your team can review without opening each campaign one by one.
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
A growing campaign list takes time to scan, making it harder to maintain a simple view of active marketing work.
- Review campaigns together from one recurring report.
- Spend less time opening campaign records individually.
- Surface missing information for a focused team review.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for portfolio review.
- 3Tell Notis what campaigns to search and how to group and summarize the results using available data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the summary reflects the campaign information you need.
Questions about this workflow
Can the summary compare campaign performance?
Only if the search results include the performance data you need. Name any missing measurements in your instruction so Notis does not imply they are available.
Can I adjust the summary categories?
Yes. Describe the groupings you want, provided they can be based on information returned by the campaign search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Hubspot. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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