Keep routing forms visible for your team
Bring routing form questions and routing logic into a regular review for easier coordination.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List routing forms
Retrieves routing forms for a specified organization; routing forms are questionnaires used to direct invitees to appropriate booking pages or external urls.
Why this helps
Routing rules can be hard to recall when the team needs to understand how bookings are directed.
- Make routing forms easier to find
- Review questions and routing logic regularly
- Reduce time spent searching in scheduling settings
Setup
Build it in a few focused steps.
- 1Connect Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Calendly organization to review and how to summarize its routing forms.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real routing forms request.
Questions about this workflow
What information can a routing form contain?
Routing forms are questionnaires used to direct invitees to booking pages or external URLs.
What scope does the list action require?
It requires a Calendly organization URI.
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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