Keep credential meeting participants from missing the conversation
Schedule a reminder workflow for credential meetings, using confirmed CalendarHero task IDs and recipient details as its input.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Reminder
Sends an email reminder to participants about a scheduled meeting.
Why this helps
Even a well-planned credential conversation can be missed when participants lose track of the meeting request.
- Make a planned reminder part of your recurring follow-up routine.
- Reduce manual effort before credential conversations.
- Keep reminders tied to confirmed meeting task IDs.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which confirmed credential-related meeting tasks should receive a reminder.
- 3Choose a recurring schedule and where run reports should go.
- 4Provide or maintain the confirmed meeting task IDs and recipients the automation should use.
- 5Test with one real meeting task and confirm the reminder reaches the intended contact.
Questions about this workflow
Can the workflow find every relevant meeting task automatically?
The reminder action requires a meeting task ID. The workflow needs that ID supplied or obtained through a suitable source, and the credential context must be available.
Does the action create or change the meeting?
No. It sends a reminder to a contact about a scheduled meeting after the meeting task ID is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Calendarhero. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Adds a calendar connection to organize meeting types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact.
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Fetch Contact
Retrieves a contact.
Create Webhook
Creates or updates a webhook to receive event notifications.
Fetch Meeting Details
Fetches meeting details for a specified time period.
Delete Contact
Permanently deletes a contact.
Fetch User Profile
Fetches the authenticated user's profile details.
Connect any two apps with Notis in the middle.
Accredible certificates and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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