Get renewal review meetings onto the calendar
Give upcoming renewal conversations a clear next step by turning available review details into CalendarHero requests.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Why this helps
Renewal conversations can be delayed when the team must find records, prepare details, and begin scheduling manually.
- Create a regular prompt to move upcoming reviews forward.
- Use available client and renewal context in a meeting request.
- Reduce the chance that a renewal conversation is overlooked.
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 CalendarHero meeting requests for upcoming renewal reviews when participant, time range, and meeting details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal review and confirm the request contains only available details.
Questions about this workflow
Can the schedule discover renewal dates in AgencyZoom by itself?
No AgencyZoom event or data-access details are provided here. The workflow can use renewal information available to Notis, and should not assume fields or access that are not configured.
Does CalendarHero choose the meeting time?
This action creates a meeting request and requires a supplied time range and details. It should not fabricate availability or a time.
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
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