Match Affinity prospects to CalendarHero contacts
Make it easier to coordinate with prospects already in your scheduling contacts by surfacing likely matches for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Contact
Searches existing contacts by name or email.
Why this helps
A founder may not know whether a prospect is already in CalendarHero and risk creating duplicate records.
- Find existing scheduling contacts before creating new ones
- Reduce repeated contact searches
- Review possible matches before taking action
Setup
Build it in a few focused steps.
- 1Connect Affinity and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: review the Affinity prospects I specify, search CalendarHero for matching contacts by confirmed email or name, and report possible matches without changing records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real prospect and verify the suggested match.
Questions about this workflow
Does this automatically create or merge contacts?
No. It searches for possible existing contacts and reports matches for review.
What if the prospect has no email in Affinity?
The workflow can search using a name, but a name-only match may be uncertain and should be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Calendarhero. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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