Turn new HubSpot contacts into intro meeting requests
A new contact can be the start of a useful conversation. Have Notis prepare a Calendarhero meeting request from the context you provide.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
New leads can sit untouched while you switch between your CRM and calendar to arrange a first conversation.
- Reduce manual handoffs from lead capture to scheduling.
- Keep meeting requests tied to the contact context you provide.
- Avoid guessing missing dates or participant details.
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 give it a clear name.
- 3Tell Notis to prepare an intro meeting request for a new contact, using only available meeting details and asking you about anything essential that is missing.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the meeting request details.
Questions about this workflow
Will this schedule a meeting automatically when a contact is created?
It can create a Calendarhero meeting request when the participant and scheduling details are available. Supply timing and other required details in your instruction or context; Notis should not invent them.
What if the contact has no meeting time yet?
The trigger provides a new contact event, not a confirmed meeting time. Provide the scheduling details or have Notis flag what is missing before creating a request.
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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