Check for an existing meeting before following up
Give new contacts a quick booking review before you send another meeting invitation.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Fetch all bookings
Fetches a list of bookings, optionally filtered by status, attendee, date range, or by event/team ids (which must belong to/include the authenticated user respectively), with support for pagination and sorting.
Why this helps
A new CRM record can lead to duplicate outreach when a meeting is already booked elsewhere.
- Surface existing bookings before starting outreach.
- Reduce duplicate meeting invitations.
- Keep new contact follow-up informed by current Cal bookings.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cal in the Notis portal once.
- 2Create an automation in Automations, then choose New Automation.
- 3Describe in one instruction that a new contact should prompt a Cal bookings lookup for a matching attendee or relevant time window.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact who has a Cal booking and review the report.
Questions about this workflow
Can the workflow prove a booking belongs to the new contact?
Only when the returned booking data includes details that can be matched to the contact. If those details are missing, Notis should report that it cannot confirm a match.
Does this change or cancel bookings?
No. Fetch all bookings is a read-only lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cal. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add member to team
Adds a new member to a specified team within an organization by creating a team membership.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add organization attribute option
Adds a new option to an organization's attribute, requiring a display `value` and a `slug` unique for that attribute.
Contact Created Trigger
Contact Created Trigger
Delete oauth client webhook
Permanently deletes a specific webhook subscription of an oauth client in the cal application, stopping its notifications.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Cancel booking via uid
Cancels an existing and active cal.com booking using its unique identifier (uid).
Check calendar availability
Retrieves free/busy availability for a specified calendar to aid scheduling without revealing event details; requires an existing, accessible calendar, noting that data granularity can vary.
Check gcal synchronization status
Call this read-only action to verify the connection and synchronization status of a user's google calendar integration with cal.
Check ics feed calendar endpoint
Checks an ics feed url (expected as a query parameter) to verify its validity, accessibility, and icalendar data integrity.
Check Stripe status
Verifies if stripe is correctly connected to the cal scheduling system and functional for processing payments, reporting only on the integration's status.
Connect any two apps with Notis in the middle.
Hubspot and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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