Keep the company context attached to new meeting guests
Capture who is attending and the company information included with the invitation, so your CRM has useful context for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Names without company context make it harder to recognize which account a new meeting belongs to.
- Keep supplied account context with new contact records.
- Make meeting prep more useful for account-based follow-up.
- Reduce retyping of company clues from invitations.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and HubSpot once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe that Notis should create HubSpot contacts from invitation guests and use the supplied company context only where the contact action supports it.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real invitation containing guest and company details.
Questions about this workflow
Will this create HubSpot company records too?
No. This workflow uses the batch contact action. It can only create contact records, not company records.
What if the invitation has no company information?
Notis can only use details included in the webhook request. Ask it to omit missing information rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Hubspot. A trigger fires from one place; an action lands in another.
Calendarhero 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.
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.
Calendarhero and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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