Move deal follow-up into a meeting request
When your deal process signals that a conversation should happen, pass the relevant context to Notis to prepare the CalendarHero request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Why this helps
A deal can be ready for the next conversation while its owner still has to remember to start scheduling.
- Make the next conversation easier to initiate.
- Include deal context in the meeting request.
- Reduce the chance that a ready deal waits for manual scheduling.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and CalendarHero once in Notis.
- 2Create an automation with an instruction for the deal handoff and meeting request.
- 3Choose the Notis webhook trigger and have the deal process send participant and time range details.
- 4Choose where run reports go and test with one real deal handoff.
Questions about this workflow
Can Notis detect an ActiveCampaign deal stage change directly?
No deal stage trigger is provided in this package. An external process must send a webhook request to Notis when the handoff is ready.
What if the deal handoff has no time range?
The instruction should have Notis ask for the missing scheduling details before creating a request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Calendarhero. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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