Bring CRM follow-up context into CalendarHero
Start with the customer context and ask the assistant for the next scheduling step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Assistant Message
Sends your message to the assistant for calendar-related tasks.
Why this helps
You may know why a customer needs a meeting but lose time translating that context into a scheduling request.
- Start a scheduling request from a specific CRM follow-up need.
- Keep customer context close to the scheduling task.
- Use natural language to ask CalendarHero for coordination.
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 use the supplied CRM follow-up context to send a concise, grounded request to the CalendarHero assistant.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real HTTP request with a CRM follow-up context and review the assistant response.
Questions about this workflow
Does Agile CRM send the webhook?
No Agile CRM trigger events are listed. The Notis webhook starts when an HTTP request is sent to it.
Will the assistant schedule without enough details?
The instruction should ask the assistant to clarify missing participants or timing instead of assuming them.
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
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.