Put the next sales conversation within reach
When a deal moves stages, have a Calendly scheduling link ready for the next conversation.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
A deal can progress in HubSpot while the next meeting still depends on someone remembering to arrange it.
- Connect deal progress to a scheduling next step
- Reduce delay between stage changes and meeting planning
- Make the link available in the run report
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Calendly scheduling link when a HubSpot deal stage updates and include the link in the run report.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real deal stage update.
Questions about this workflow
Can I make this run only for one specific stage?
The available setup flow lets you pick the Deal Stage Updated trigger, but does not provide user-built filters. Describe the desired outcome in your instruction and rely only on details available to Notis.
Will the link be sent to the deal contact?
The Calendly action creates a link. This workflow reports the result; it does not claim to email the contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Calendly. A trigger fires from one place; an action lands in another.
Hubspot triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Contact Created Trigger
Contact Created Trigger
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Hubspot and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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