Skip to content
Notis

Find the sender in your Calendarhero contacts

When a new message arrives, let Notis check Calendarhero for the sender so you can move into the conversation with useful contact context.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Search Contact

Tool to search for existing contacts. use after confirming a need to find contacts by email or name.

Why this helps

You lose time checking whether an email sender is already in Calendarhero before handling their meeting or follow-up.

  • Quickly check for an existing contact after a new email arrives.
  • Reduce repeated manual searches across inbox and scheduling tools.
  • Give Notis an opportunity to use a sender's email or name in the lookup.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail and Calendarhero once in the Notis portal.
  • 2Create a new automation in the portal or tell Notis in plain language.
  • 3In one instruction, ask Notis to search Calendarhero for the new email sender using their email address or name when available.
  • 4Choose Agent mail's New Email Received trigger.
  • 5Choose where run reports go, then test with one real email from a known contact.

Questions about this workflow

Does this create a contact if no match is found?

No. This workflow uses Calendarhero's Search Contact action to look for an existing contact. Creating a contact requires a separate action and confirmed contact details.

What information can be used for the search?

The action supports searching by email or name. Tell Notis which sender details to use when they are present in the email.

Will it search historical email?

The trigger is New Email Received, so it runs for new Agent mail messages.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Calendarhero. A trigger fires from one place; an action lands in another.

Agent mail triggers

Calendarhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Calendar Connection

Tool to add a calendar integration to a user's account. use after gathering provider credentials.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Meeting Request V2

Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.

ActionInstant

Fetch Contact

Fetch contact

ActionInstant

Fetch Meeting Details

Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.

ActionInstant

Fetch User Profile

Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.

ActionInstant

List Meetings

Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.

ActionInstant

List Meeting Templates

Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail 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.