Meetings Create Leads, Not Just Notes
You mention three prospects in a meeting but never log them. Notis watches your meetings and creates leads automatically when they end.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Why this helps
Meetings are where most prospect context happens, but manual logging after meetings feels tedious so many slip through.
- Every prospect mentioned in meetings gets logged
- Zero manual entry after meetings
- Leads appear in Helloleads same day
- Follow-up happens immediately, while context is warm
Setup
Build it in a few focused steps.
- 1Connect Hub Planner and Helloleads to Notis.
- 2Ask Notis: When my meetings end, create a Helloleads lead for each prospect mentioned.
- 3Confirm: Extract prospect names and context from meeting notes and create leads automatically.
- 4Select webhook trigger for your calendar (Google Calendar, Outlook, or Calendly meeting-end events).
- 5Test by having a meeting with a prospect mentioned, then check Helloleads for auto-created lead.
Questions about this workflow
How does Notis know who was a prospect vs. attendee?
Notis analyzes meeting context and notes. External attendees or people you discuss pitching are flagged as prospects.
What if I mention a competitor or non-prospect company?
Notis logs them anyway. You can filter or delete non-prospects from Helloleads afterward if needed.
Does this work for video call meetings too?
Yes. If meeting notes or transcripts are available, Notis extracts prospect mentions from those.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hub Planner to Helloleads. A trigger fires from one place; an action lands in another.
Hub Planner triggers
Helloleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
Connect any two apps with Notis in the middle.
Hub Planner and Helloleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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