Set up a reusable consultation option
When a document workflow needs a repeatable consultation, create a dedicated Calendly event type on request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Event Type
Creates a one-on-one meeting type for scheduling.
Why this helps
Repeated document questions can lead to ad hoc scheduling and inconsistent meeting setup.
- Create a dedicated event type for recurring consultation needs.
- Give a document process a reusable scheduling option.
- Reduce manual setup for common follow-up meetings.
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 one-on-one Calendly event type when the webhook request includes the required event details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and valid event details.
Questions about this workflow
Does this book a meeting automatically?
No. It creates a one-on-one event type. Invitees use its scheduling option to book.
What starts the workflow?
An HTTP request to the Notis webhook starts it; ActiveMerge trigger events are not listed.
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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