Review meetings connected to a document workflow
Get a focused view of meetings around a document milestone. Send Notis the relevant date range and it can retrieve the CalendarHero meeting list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Meetings
Why this helps
Finding all relevant meetings around a document workflow can mean repeated calendar searches and lost context.
- Brings the requested meeting list into a workflow report.
- Uses a date range supplied by the initiating system or user.
- Reduces repeated calendar searches.
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 list CalendarHero meetings for the date range supplied with the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example with a confirmed date range and review the result.
Questions about this workflow
Does ActiveMerge provide a meeting trigger here?
No. This workflow starts from a Notis webhook, which an external system can send when appropriate.
Can Notis choose the date range automatically?
The date range must be supplied in the webhook or your instruction. The action retrieves meetings within a specified timeframe.
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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