Turn a signed proposal into a meeting request
A signed proposal can move straight into scheduling. Send Notis a webhook when the ActiveMerge workflow completes, and let it use the included details to prepare a CalendarHero meeting request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Why this helps
After a document is signed, founders often have to switch tools, find the meeting details, and restart the scheduling conversation.
- Reduces the handoff work after a proposal is signed.
- Keeps scheduling details together with the webhook that starts the workflow.
- Uses CalendarHero to create the meeting request.
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 use the webhook details to prepare a CalendarHero meeting request after an ActiveMerge proposal is signed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example webhook and review the result.
Questions about this workflow
Does ActiveMerge provide a trigger event for this automation?
No ActiveMerge trigger event is available here. The workflow starts when Notis receives an HTTP webhook, such as one sent by a system that knows the ActiveMerge signing workflow has completed.
What information should the webhook include?
Include the participant details, proposed time range, and meeting context needed for the request. Notis cannot infer missing details from the event list.
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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