Find the right CalendarHero contact from Agile CRM
Find an existing contact before you start another follow-up thread.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Contact
Searches existing contacts by name or email.
Why this helps
A contact may already exist in CalendarHero, making follow-up harder to track across tools.
- Check for an existing CalendarHero contact before follow-up.
- Use CRM names or email details to guide contact searches.
- Reduce duplicate contact work.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to find CRM contacts needing follow-up and search CalendarHero using the available name or email details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real contact and review the returned match.
Questions about this workflow
Does this create a contact if none is found?
No. This workflow uses the CalendarHero search action only; it reports the search result for follow-up.
What if the CRM contact has no email?
Notis can search with the available name details, but the result may be less precise. The instruction should flag uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Calendarhero. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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