Send reminders from dates already in HubSpot
Give customers a timely reminder while keeping your calendar and CRM in sync.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
Manually checking upcoming dates and sending each reminder adds small tasks that are easy to drop.
- Use existing HubSpot date context for reminders.
- Reduce repetitive date checking.
- Give customers a clear prompt at the right time.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickSend once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Describe the HubSpot date field, reminder timing, and message; supply timing rules if they are not stored in HubSpot.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real example and confirm the date and recipient are correct.
Questions about this workflow
Does HubSpot need to contain the date?
Yes. The workflow needs a date available in HubSpot and a usable phone number for SMS.
Can it send more than one reminder?
Describe the intended timing in the instruction and choose an appropriate schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ClickSend. A trigger fires from one place; an action lands in another.
Hubspot triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Hubspot and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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