Look Up Hubspot Campaigns Directly from Slack
Your sales team is discussing a campaign in Slack and needs current metrics. Instead of opening Hubspot, Notis finds the campaign details and posts them in Slack so the conversation keeps flowing.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Campaign search
Searches for and retrieves a paginated list of hubspot marketing campaigns.
Why this helps
Sales conversations stop dead when someone needs to check campaign performance or details. They get pulled into Hubspot, lose focus, and the team waits. Real-time momentum dies.
- Keep sales conversations flowing without app-switching
- Access campaign details instantly in Slack
- Make faster decisions based on current metrics
- Reduce interruption and context loss
Setup
Build it in a few focused steps.
- 1Connect Slack and Hubspot to Notis.
- 2Create an automation: 'When someone mentions a campaign name in #sales, look it up in Hubspot and post the details.'
- 3Configure which campaign fields to display (name, status, contacts, performance).
- 4Test by mentioning a campaign name in Slack like 'What's the status of Q3 Launch?' and verify Notis posts the details.
- 5Adjust fields to show what your sales team actually needs.
Questions about this workflow
What campaign details does Notis display?
You choose: status, contact count, performance metrics, budget, owner, or custom fields. Configure what matters to your team.
Can Notis search by partial name?
Yes. If you type 'Q3', Notis can show all campaigns containing 'Q3' in the name, or just the exact match.
What if multiple campaigns have similar names?
Notis lists all matches and lets the team choose which one they meant.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.
Slack triggers
Hubspot actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
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.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
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.
Not just Slack and Hubspot. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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