Monthly Campaign Audit and Review
Campaigns pile up over time and you lose track of what's running. This monthly automation surfaces all active campaigns so you can audit, archive, or optimize them.
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
Campaigns accumulate in Hubspot without regular review, so you waste budget on outdated campaigns and don't optimize performing ones.
- Regular visibility into all campaigns
- Identify underperforming campaigns for sunsetting
- Catch budget waste early
- Optimize high-performing campaigns
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis.
- 2Create an automation: 'Every first Monday of the month at 9 AM, search all active campaigns in Hubspot and send me a report with campaign names, statuses, and creation dates.'
- 3Set your notification channel (email or Slack preferred for reports).
- 4Select 'Monthly schedule' as your trigger.
- 5Review the first report and provide feedback to Notis on filters (e.g., 'only show campaigns older than 90 days').
Questions about this workflow
What information is included in the campaign report?
Campaign name, status, creation date, and related contact count are standard. You can request additional metrics like send volume or engagement.
Can Notis recommend which campaigns to archive?
Yes. Tell Notis 'flag campaigns with no sends in the past 30 days' or 'show campaigns with low engagement rates' to highlight candidates for archival.
What if there are hundreds of campaigns?
Notis will summarize and filter. Specify priorities like 'show only campaigns older than 12 months' or 'only campaigns from this team' to reduce noise.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
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