Review HubSpot campaigns against your presentation plan
Get a recurring campaign snapshot that considers the goals and messaging you provide from your deck.
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
Campaign reviews require gathering CRM activity and remembering the intent captured in planning slides.
- Bring campaign records into a regular review
- Compare campaigns with goals you supply from planning materials
- Reduce manual CRM lookups before a 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 the review cadence.
- 3In one instruction, tell Notis to search HubSpot campaigns and summarize them against the goals or messaging you provide.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a real example and confirm the instruction includes any planning context or baseline HubSpot cannot supply.
Questions about this workflow
Can this read my Google Slides deck on the schedule?
This workflow uses a Notis schedule trigger and the HubSpot campaign search action. Supply the relevant presentation goals or messaging in the instruction or other available input.
Can it identify campaign performance changes?
It can summarize campaign information returned by HubSpot. A historical baseline or performance fields must be available in returned data or supplied by you.
Does it change or create campaigns?
No. The selected action searches for and retrieves HubSpot marketing campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Hubspot. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
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.
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.
Google Slides and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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