Check available meeting templates during a handoff
Before a document handoff moves into scheduling, retrieve the available CalendarHero templates and keep the options close to the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Meeting Templates
Lists the authenticated user's reusable meeting templates.
Why this helps
Choosing a meeting format can interrupt document work when template options are buried in another tool.
- Surfaces available meeting templates during the handoff.
- Avoids a separate manual lookup before scheduling.
- Keeps the result with the workflow 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 list available CalendarHero meeting templates and report the options for the handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example webhook and review the returned templates.
Questions about this workflow
Does listing templates schedule a meeting?
No. This action lists templates. Use the meeting request action when you have participants, a time range, and details.
What starts the workflow?
A Notis webhook starts it. ActiveMerge trigger events are not available in this package.
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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