Choose a meeting format for each new lead
Make the first scheduling decision easier by seeing the Calendarhero templates available when a new person enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Choosing a meeting format can add friction to lead follow-up, especially when template options live in another tool.
- Bring available meeting formats into the follow-up moment.
- Reduce the effort of searching for templates manually.
- Use Calendarhero's existing template list as the source.
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 template review.
- 3Tell Notis to retrieve available Calendarhero meeting templates when a new contact is created and summarize the options for your next step.
- 4Choose the HubSpot Contact Created trigger and select a run report channel.
- 5Test with one real contact and confirm the returned templates.
Questions about this workflow
Does this create a meeting from a template?
No. This action lists templates. You can review the options and initiate a separate meeting request when the needed participant and timing details are available.
Are templates specific to the new contact?
The action retrieves templates available in Calendarhero. The trigger does not establish which template is appropriate, so specify your preference or review the options.
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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