Skip to main content

Connecting GReminders to Hubly Using Zapier Webhooks

You can use Zapier and webhooks to integrate GReminders with Hubly, enabling automation between calendar activity and workflow actions.

Updated over 2 months ago

Overview

You can use Zapier to connect GReminders with Hubly, enabling powerful automations based on client meetings and calendar activity.

GReminders does not offer a native Zapier app but supports webhooks — making it easy to trigger Zaps based on appointments and Notetaker transcripts. This article walks through how to:

  1. Trigger a Hubly workflow when GReminders Notetaker detects specific keywords (e.g., “RMD”)

  2. Automatically update a client date field in Hubly when an appointment is created in GReminders

Prerequisites

  • A Zapier account

  • Admin access to GReminders.

  • A connected Hubly Zapier account

  • A workflow template already created in Hubly (e.g., “RMD Workflow”)

  • A custom date field in Hubly, if using the date-update automation

Scenario 1: GReminders Notetaker Summary Created → Keyword Match → Start Hubly Workflow

📝 Use Case

After a meeting, GReminders' Notetaker generates a transcript of the conversation. If that transcript includes keywords like "RMD" or "Required Minimum Distribution", you can automatically trigger the RMD Workflow in Hubly for that client.

🔧 Steps to Set It Up in Zapier

1. Trigger: Webhooks by Zapier → Catch Hook

  • Create a new Zap

  • Trigger: Webhooks by Zapier → Catch Hook

  • Copy the custom webhook URL

2. Send GReminders Notetaker to Zapier

  • In GReminders:

    • Go to Admin > Integrations > Webhooks

    • Add a webhook for "Notetaker Completed"

    • Paste your Zapier webhook URL

    • Save and test it by scheduling a meeting and letting Notetaker run

3. Filter: Match on Keywords

  • Add a Filter or Split Into Paths by Zapier step:

    • Choose the field containing the transcript (e.g., ###{{notes}})

    • Filter using Text contains → add keywords like:

      RMD, Required Minimum Distribution, Rollover, etc

    • You can add multiple filters or use Zapier Paths for different keywords

4. Action: Start Workflow in Hubly

  • Action: Hubly → Start Workflow for Client

  • Map the following fields:

    • Client Email (from GReminders payload)

    • Workflow Template: Choose the appropriate template (e.g., “RMD Workflow”)

✅ That’s it — your automation is live!

Scenario 2: GReminders Appointment Created → Update Client Date in Hubly

📝 Use Case

When a new event is scheduled in GReminders, automatically update a custom date field for that client in Hubly (e.g., "Next RMD Review Date" or "Last Meeting Date").

🔧 Steps to Set It Up in Zapier

1. Trigger: Webhooks by Zapier → Catch Hook

  • Create a new Zap

  • Trigger: Webhooks by Zapier → Catch Hook

  • Copy the URL

2. Send Appointment Events to Zapier

  • In GReminders:

    • Go to Admin > Integrations > Webhooks

    • Add a webhook for “Appointment Created”

    • Use the Zapier webhook URL

    • Save and send test data

3. Action: Update Client Date in Hubly

  • Action: Hubly → Set Client Date

  • Map:

    • Client Email from GReminders

    • Date Field Name (e.g., “Next RMD Review”)

    • Date Value (e.g., ###{{appointment_start_time}})

Note: Make sure the field name matches the custom field you’ve defined in Hubly.

Did this answer your question?