Outcome. The AE is told immediately when a prospect moves or cancels a booked meeting, so they can adjust their calendar and decide whether to re-engage instead of discovering the gap right before the call.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-015
flowchart TD
A[Meeting Rescheduled or Canceled event] --> B[Notify contact owner]
B --> C{Event type = Canceled?}
C -->|Yes| D[Create re-engage task for owner]
C -->|No, rescheduled| E[Set Last meeting reschedule date]
When to use it, when not to
- UseUse it to close the gap left by sales-ops-002, which alerts on booking but not on a later change to that same meeting.
- UseUse it when reps have complained about showing up for a meeting that was quietly moved or dropped without them noticing.
- SkipDo not use it for internal team meetings using the same scheduling tool; exclude those with a static list if they show up.
- SkipDo not rely on it to catch meetings edited directly in an external calendar without going through the reschedule or cancellation flow in HubSpot; those changes often do not generate any event to react to.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
