Capture a confirmed contact from a document workflow
Keep contact capture close to the paperwork. When your system sends a webhook after an ActiveMerge workflow completes, Notis can use the included confirmed details to create a CalendarHero contact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Contact details collected during document work can get stranded in a file or require a separate manual entry.
- Cuts duplicate entry after document work.
- Uses contact details supplied with the webhook.
- Creates a contact in CalendarHero for future coordination.
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 create a CalendarHero contact using confirmed contact details from the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example with confirmed contact details and review the result.
Questions about this workflow
Does this workflow search for duplicates first?
The selected action creates a contact. If you need duplicate checking, include that instruction and the available identifying details in your prompt; the listed action is not a dedicated deduplication action.
Can the workflow fill in missing contact details?
It can only use details supplied in the webhook or provided by you. It should not guess contact information.
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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