Check whether a researched lead is already in CalendarHero
Know whether a prospect is already in your contacts before you start another follow-up thread.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Contact
Searches existing contacts by name or email.
Why this helps
Researching a person you already know can lead to duplicate records and scattered context.
- Find existing contact records before creating another.
- Make follow-up decisions with the contact search result in hand.
- Reduce duplicate records caused by repeated research.
Setup
Build it in a few focused steps.
- 1Connect Agenty and CalendarHero once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation, then add a name and prompt.
- 3Tell Notis to search CalendarHero for each person in Agenty's incoming research webhook and report whether a matching contact is found.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real person who may already be a contact.
Questions about this workflow
Does this workflow create a contact if no match is found?
No. This workflow searches and reports. To create a new contact, use a separate automation with the CalendarHero contact creation action and criteria for confirming details.
How does it identify a match?
Describe the matching approach in the prompt, such as comparing the available email address or name. Results depend on the details supplied by Agenty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Calendarhero. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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