Bring meeting details into deal follow-up
Review the conversations around a deal change without manually searching your calendar history.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Why this helps
It is easy to lose meeting context when a deal advances and calendar history lives elsewhere.
- Retrieve meeting details for a clearly defined window.
- Add calendar context to follow-up decisions.
- Reduce time spent searching meeting history.
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 name the meeting review.
- 3Tell Notis to fetch Calendarhero meeting details for the relevant timeframe, providing ISO 8601 start and end datetimes in context.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports go.
- 5Test with one real deal update and verify the timeframe and returned details.
Questions about this workflow
What timeframe should I provide?
Provide a start and end datetime in ISO 8601 format, as required by the meeting details action.
Can the stage change tell Notis which timeframe to use?
The event description does not specify a timeframe. Supply the intended window in your instruction or available context.
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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