Bring the signer into the meeting
A signed agreement can arrive with the meeting details. Have Notis add the signer to the existing booking so you do not have to switch apps and update the guest list by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add attendee
Adds a new attendee to an existing booking.
Why this helps
A completed document can be easy to miss when the next step is updating a meeting invitation.
- Carry the signer into the meeting invite after the document workflow reaches your webhook.
- Reduce manual follow-up between document and scheduling tools.
- Get a run report showing whether the attendee was added.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cal once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to use the incoming booking reference and signer details to add that person as an attendee to the existing Cal booking.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real booking and a signer whose details are included in the request.
Questions about this workflow
Does this create a new Cal booking?
No. It uses Cal's Add attendee action for an existing booking, so the request needs to identify that booking.
What starts the automation?
A webhook starts it when an HTTP request arrives. Configure the ActiveMerge workflow or another system to send the request after the relevant document step.
What if the request has no booking reference?
The action needs an existing booking to add an attendee to. Include a usable booking reference in the request and review the run report if the action cannot proceed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cal. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Cal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add member to team
Adds a new member to a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add attendee
Adds a new attendee to an existing booking.
Add organization attribute option
Adds a new choice to an organization's single- or multiple-choice attribute.
Delete oauth client webhook
Permanently deletes a webhook for an OAuth client, stopping its event notifications.
Cancel booking via uid
Cancels an active booking using its unique identifier.
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Check gcal synchronization status
Checks the connection and sync status of a user's calendar integration.
Check ics feed calendar endpoint
Checks whether a calendar feed is accessible and contains valid calendar data.
Connect any two apps with Notis in the middle.
ActiveMerge and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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