Make room for a one-off document conversation
Handle unusual document questions with a temporary event type instead of creating a permanent booking option.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Why this helps
A document exception may need a meeting outside regular availability, but setting up a temporary booking option takes extra steps.
- Create a temporary event type for a specific meeting need.
- Keep unusual cases from becoming permanent scheduling options.
- Use the host details and future date range supplied for the request.
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.
- 3Ask Notis to create a one-off event type from the valid host, co-host, future date range, and positive duration supplied with the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real exception request and valid event details.
Questions about this workflow
Can the workflow invent a host or meeting time?
No. The request must supply valid host and co-host URIs, a future date range, and a positive duration.
Is this a permanent event type?
No. The action creates a temporary one-off event type for a unique meeting.
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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