Review meeting context when a new contact arrives
Bring a specified slice of Calendarhero meeting history into view as you decide how to follow up with a new contact.
Trigger
Contact Created Trigger
Contact Created Trigger
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
A person may have previous or upcoming meetings, but reviewing that context takes extra searching across tools.
- Retrieve meeting context for an explicit timeframe.
- Help inform follow-up without a manual calendar search.
- Keep the requested window clear and verifiable.
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 context review.
- 3Tell Notis to fetch Calendarhero meeting details for a supplied timeframe, with ISO 8601 start and end datetimes available in context.
- 4Choose the HubSpot Contact Created trigger and select where run reports go.
- 5Test with one real contact and verify the requested dates and returned details.
Questions about this workflow
Can a new contact event determine the date range?
The listed trigger does not specify dates. Supply the timeframe in your instruction or available context using ISO 8601 start and end datetimes.
Does this only return meetings for that contact?
The action description specifies meeting details within a timeframe but does not describe contact filtering. Do not assume it limits results to that contact.
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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