Keep pending meeting requests visible
A recurring check can surface meeting requests that still need attention, helping keep document-related coordination from disappearing into the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Meeting Tasks
Retrieves meeting requests and tasks, with optional filters.
Why this helps
Pending meeting coordination can be easy to overlook while moving between document work and other founder tasks.
- Creates a recurring view of meeting requests and tasks.
- Helps surface pending coordination for review.
- Reduces the need to remember a manual calendar check.
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 CalendarHero meeting tasks and summarize items needing attention in relation to document workflows.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Run one real example and review the report.
Questions about this workflow
Does this automatically know which tasks came from ActiveMerge?
No. The listed action retrieves CalendarHero meeting tasks. If you need to identify document-related tasks, provide a reliable criterion in your instruction or source data.
Can the action filter tasks?
It supports filtering by state, pagination, and meeting type. Choose criteria in the instruction only when you know which values apply.
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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