Find the right contact for document follow-up
Before following up on a document workflow, find the relevant person in CalendarHero using the identifying details sent with the webhook.
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
Searching manually for the right person after document work adds another context switch and creates room for mix-ups.
- Reduces manual contact searching.
- Keeps the document workflow context with the lookup request.
- Returns a search result using supplied identifying details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search CalendarHero for the contact identified in the webhook and report the result.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example with a contact name or email and review the result.
Questions about this workflow
Will this create or change a contact?
No. This workflow uses CalendarHero's Search Contact action to look for an existing contact.
What can it search with?
Provide a name or email in the webhook or prompt. The action description supports searching by email or name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Calendarhero. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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