Keep configured meeting types easy to review
A regular review of configured meeting types makes it easier to know which scheduling options are available when document work leads to a meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meeting Types
Lists the meeting types configured for the authenticated user.
Why this helps
Meeting options can be forgotten or become hard to find when document work and calendar setup happen in separate sessions.
- Shows current configured meeting types in a report.
- Keeps scheduling options visible during planning.
- Avoids reopening settings manually.
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 retrieve configured CalendarHero meeting types and report them for document workflow planning.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Run one real example and review the reported options.
Questions about this workflow
Will this change the meeting type settings?
No. It only retrieves the user's configured meeting types.
Can I update a meeting type with this workflow?
Updating settings requires a separate action and the meeting type name must already exist. This workflow is a read-only review.
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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