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Notis

Bring the matching Calendarhero contact record into view

When you already have a Calendarhero contact id, ask Notis to fetch that record as the new HubSpot contact arrives.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Fetch Contact

Fetch contact

Why this helps

A contact's details can be split across systems, making it hard to review the right record without a manual lookup.

  • Retrieve an existing Calendarhero record for review.
  • Keep contact context close to the HubSpot event.
  • Use a known identifier rather than guessing a match.

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 contact record review.
  • 3Tell Notis to fetch the Calendarhero contact using its known contact id when a new HubSpot contact is created.
  • 4Choose the HubSpot Contact Created trigger and select where run reports go.
  • 5Test with one real contact whose Calendarhero id is available and confirm the fetched record.

Questions about this workflow

Can Fetch Contact search by name or email?

The listed action is Fetch Contact and does not specify its lookup inputs. Use it only when the required contact identifier is available; Search Contact is the listed action for finding by email or name.

Will this create a Calendarhero contact if none exists?

No. Fetch Contact retrieves an existing record. Creating a contact is a separate action and requires confirmed details.

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.

TriggerScheduled

Add Calendar Connection

Tool to add a calendar integration to a user's account. use after gathering provider credentials.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Fetch Contact

Fetch contact

ActionInstant

Fetch Meeting Details

Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.

ActionInstant

Fetch User Profile

Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.

ActionInstant

List Meetings

Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.

ActionInstant

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.

ActionInstant

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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