See upcoming conversations that need follow-up
Get a scheduled view of meetings for a specified user or invitee email, ready to compare with your campaign follow-up work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List events
Lists scheduled events.
Why this helps
Meetings and campaign follow-ups can live in separate places, making it easy to lose track of the next step.
- Collect matching scheduled events on a recurring schedule.
- Review meeting activity without manually opening Calendly each time.
- Use the run report to identify follow-up work.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Calendly events for the specified user or invitee email and summarize meetings needing campaign follow-up.
- 4Choose a recurring schedule and choose where run reports should go.
- 5Test with one real user or invitee email and confirm the event scope.
Questions about this workflow
Can it find meetings by campaign name?
Calendly's listed event action supports user, organization, group, or invitee email scope. Campaign-name filtering is not specified, so provide a supported scope.
What does this workflow change in Calendly?
Nothing. It lists events and prepares a report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Calendly. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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