Put a meeting link beside the paperwork
When a document workflow needs a conversation, create a Calendly link without leaving the process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Why this helps
People finish a document workflow but still have to switch apps and find a booking link to arrange the next conversation.
- Keep the next scheduling step close to the document process.
- Reduce manual link hunting and follow-up.
- Send run reports to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Calendly scheduling link when the ActiveMerge webhook requests one.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document workflow request.
Questions about this workflow
Does ActiveMerge have a built-in trigger in this workflow?
No. ActiveMerge has no trigger events listed here. The workflow starts when an HTTP request reaches its Notis webhook.
What does the Calendly action create?
It creates a single-use scheduling link. The Calendly event type must already be active.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Calendly. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel scheduled event
Permanently cancels an active scheduled event and notifies all invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create event invitee (Deprecated)
Schedules a meeting for an invitee; this deprecated action requires a paid plan.
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Create Event Type
Creates a one-on-one meeting type for scheduling.
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Create share
Creates a one-time share link with custom settings for an event type.
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Create webhook subscription
Creates a subscription for event notifications.
Connect any two apps with Notis in the middle.
ActiveMerge and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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