Bring contact details into a document handoff
Keep a handoff grounded in the right contact. A webhook can start the workflow and provide the CalendarHero contact reference for a detail lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch Contact
Retrieves a contact.
Why this helps
A document handoff can stall when someone has to leave the workflow to retrieve basic contact information.
- Avoids a separate manual contact lookup.
- Uses the contact reference supplied with the webhook.
- Makes retrieved details available in the run report.
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 fetch the CalendarHero contact referenced by the webhook and report the returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example containing a valid contact reference and review the result.
Questions about this workflow
Does this action find a contact by name?
This action fetches a contact. Use the Search Contact action if you need to search by name or email first.
Where does the contact reference come from?
The webhook or your instruction must provide the reference. The available event list does not describe an automatic ActiveMerge to CalendarHero contact link.
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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