See available meeting types when a lead arrives
Have Notis surface your configured meeting types while the new contact is top of mind, so planning the next conversation takes fewer steps.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Meeting Types
Tool to retrieve the user's configured meeting types. use after authenticating with calendarhero.
Why this helps
A promising new contact can wait while you search for the right meeting format in another tool.
- Review actual meeting types during the lead handoff.
- Cut down on manual app navigation.
- Keep options grounded in Calendarhero configuration.
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 option review.
- 3Tell Notis to retrieve Calendarhero meeting types when a contact is created and summarize them for choosing a next step.
- 4Choose the HubSpot Contact Created trigger and select a report channel.
- 5Test with one real new contact and verify the returned types.
Questions about this workflow
Does this determine which meeting type is best?
It retrieves the configured types. You can ask Notis to recommend one using criteria you provide, but the contact event alone may not contain enough context.
Does it schedule a meeting?
No. It provides options for planning. Scheduling requires a meeting request with participants and a time range.
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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No card. Works with personal or business Calendarhero.