Carry confirmed client details into CalendarHero
Capture a client once, then make their confirmed contact details available in CalendarHero for scheduling.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Entering client contact details in multiple tools adds friction and risks inconsistent records.
- Reduce repeated entry of confirmed contact details.
- Make clients easier to find when scheduling.
- Keep contact creation tied to an intentional handoff.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CalendarHero once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis to create it in plain language.
- 3In one instruction, ask Notis to create a CalendarHero contact from an AgencyZoom client handoff only after confirming the contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and verify the contact details before creation.
Questions about this workflow
Does this trigger whenever an AgencyZoom client record changes?
No AgencyZoom trigger events are listed. A Notis webhook starts the workflow when a client handoff is submitted.
What happens when client details are incomplete?
The workflow should request confirmation or missing details before creating a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Calendarhero. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Calendarhero.