See relevant meetings when a deal changes stage
Bring calendar context into a deal follow-up by asking Notis to retrieve meetings for the date range you choose.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Why this helps
A deal update may call for follow-up, but checking existing calendar commitments adds another task and context switch.
- Review existing meetings alongside a deal change.
- Reduce app switching during follow-up planning.
- Keep the date range explicit and under your control.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Calendarhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and choose a clear name.
- 3Tell Notis to retrieve Calendarhero meetings for the date range relevant to a deal stage update, specifying how that range should be determined.
- 4Choose the HubSpot Deal Stage Updated trigger and select a run report channel.
- 5Test using one real deal update and confirm the requested range.
Questions about this workflow
Will the automation choose a date range on its own?
The meeting list action requires a confirmed date range. Specify the range in your instruction or provide it in available context.
Does this create or change meetings?
No. This workflow uses List Meetings to retrieve calendar data for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Calendarhero. A trigger fires from one place; an action lands in another.
Hubspot triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Contact Created Trigger
Contact Created Trigger
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Fetch Contact
Fetch contact
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Hubspot and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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