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:
Trigger a Hubly workflow when GReminders Notetaker detects specific keywords (e.g., “RMD”)
Automatically update a client date field in Hubly when an appointment is created in GReminders
Prerequisites
A Zapier account
Admin access to GReminders.
Follow steps in this document to create a new Webhook in Zapier https://www.greminders.com/articles/zapier-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 HookCopy 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 HookCopy 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.
Zapier Support
Hubly integrates with Zapier, allowing you to create automated workflows between Hubly and thousands of other applications.
While our Customer Support team can assist with questions related to Hubly functionality, we are not able to provide support for building, configuring, or troubleshooting Zaps or workflows within Zapier. This includes, but is not limited to:
Creating or modifying Zaps
Configuring Zap triggers or actions
Mapping data between applications
Troubleshooting Zap failures or errors
Building custom workflows or automations
Questions about Zapier features or functionality
The examples above are not an exhaustive list. Any questions related to creating, configuring, or troubleshooting workflows in Zapier should be directed to Zapier Support or a Zapier expert.