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Notis

Automatically Associate Assets to Deals Before Meetings

Minutes before your meeting starts, Notis associates relevant marketing assets (case studies, product demos, pricing guides) to the deal—so you have everything at your fingertips.

Trigger

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

Action

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

Why this helps

You scramble to find and associate marketing assets right before client calls, wasting time and sometimes missing the right materials entirely.

  • Assets are associated before the meeting, reducing prep friction
  • Consistent materials across all client calls
  • Better-prepared calls with correct collateral
  • Removes last-minute searching for relevant assets

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Hubspot to Notis
  • 2Tell Notis: 'When a meeting is about to start, automatically associate relevant marketing assets (case studies, demos, etc.) to the related deal in Hubspot' or set up in Automations
  • 3Specify the time window (e.g., 15 minutes before) and which assets to associate
  • 4Choose your notification channel
  • 5Notis monitors for approaching meetings and associates assets accordingly
  • 6Test by scheduling a test meeting and verifying the assets are linked before it starts

Questions about this workflow

How does Notis know which assets are relevant to a deal?

By deal industry, product type, or deal stage. You can customize the logic or manually specify assets for each call type.

Can I associate different assets for different deal stages?

Yes, ask Notis to match assets based on the deal's current pipeline stage or other criteria.

What if assets have been updated since the last meeting?

Notis always associates the current version of each asset so you have the latest materials.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Hubspot. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Hubspot actions

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

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.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

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.

ActionInstant

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

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.

ActionInstant

Event Updated

Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Google Calendar and Hubspot. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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