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Notis

Check before adding another lead contact

Look up a lead in CalendarHero from the details in an Acculynx handoff and report whether a matching contact was found.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search Contact

Searches existing contacts by name or email.

Why this helps

Duplicate contact records make scheduling and follow-up harder to keep straight.

  • Check for an existing contact before adding a new one.
  • Use confirmed name or email details from the handoff.
  • Surface the search result in the configured run report.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and CalendarHero once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for contact checks.
  • 3Describe that Notis should search CalendarHero using the confirmed name or email in each incoming lead handoff and report the result.
  • 4Choose the webhook trigger and select a run report destination.
  • 5Test with one real lead whose CalendarHero contact status you can verify.

Questions about this workflow

Will the search create or update a contact?

No. The selected action searches for a contact and does not create or update one.

What starts the lookup?

An HTTP request to the Notis webhook. Acculynx does not expose a native trigger in the supplied event list.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Calendarhero. A trigger fires from one place; an action lands in another.

Acculynx triggers

Calendarhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Calendar Connection

Adds a calendar connection to organize meeting types.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact.

ActionInstant

Create Meeting Request V2

Creates a meeting request with participants and scheduling details.

ActionInstant

Fetch Contact

Retrieves a contact.

ActionInstant

Create Webhook

Creates or updates a webhook to receive event notifications.

ActionInstant

Fetch Meeting Details

Fetches meeting details for a specified time period.

ActionInstant

Delete Contact

Permanently deletes a contact.

ActionInstant

Fetch User Profile

Fetches the authenticated user's profile details.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Calendarhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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