Find the client's scheduled meeting context
Check Calendly event history while reviewing a client record that needs follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List events
Lists scheduled events.
Why this helps
Staff can lose time switching between a client record and calendar history to understand recent scheduling.
- Bring relevant scheduled events into a client review.
- Reduce app switching during follow-up preparation.
- Use the invitee email scope when searching.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Calendly events using the client invitee email when an AgencyZoom follow-up needs scheduling context.
- 4Choose the AgencyZoom webhook trigger and where run reports should go.
- 5Test with one real client record and verify the email and event scope.
Questions about this workflow
Does this retrieve all events for a client?
It retrieves events using the scope supported by Calendly. Use the invitee email and specify any date range or status criteria needed.
Does it expose event attendee details?
The list events action returns scheduled events within its scope. Use the appropriate authorized account and review the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Calendly. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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