Create client contacts from intake data
Turn every validated client profile into a clean Calendarhero contact without retyping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Why this helps
New client details get lost between forms, processing tools and scheduling systems.
- Keep contact records current
- Remove duplicate manual entry
- Prepare contacts for future scheduling
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Calendarhero in Notis once.
- 2Create an automation named Client contact intake.
- 3Tell Notis to confirm the contact name and contact details in each webhook payload, then create the Calendarhero contact.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client profile.
Questions about this workflow
What data is required?
The webhook should include enough confirmed contact details for Calendarhero to create the record.
Does this update an existing contact?
This workflow creates a new contact. Use a search and update workflow when an existing record may already exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Calendarhero. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Fetch Contact
Fetch contact
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
0CodeKit and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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