Keep meeting follow-up from slipping
Use a CRM follow-up review to catch meetings that need a reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Reminder
Sends an email reminder to participants about a scheduled meeting.
Why this helps
A scheduled conversation can be missed when reminders are not part of the follow-up routine.
- Review CRM follow-ups for meetings needing a reminder.
- Require a confirmed CalendarHero meeting task ID before sending.
- Reduce missed meeting follow-up.
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 identify CRM follow-ups needing a reminder, confirm the matching CalendarHero meeting task ID, and then send the reminder.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real follow-up and verify the meeting task ID before the reminder is sent.
Questions about this workflow
Can it send a reminder based only on an Agile CRM record?
No. The CalendarHero reminder action requires a confirmed meeting task ID, so the instruction should identify that before sending.
What if no matching meeting task is found?
The automation should report that no confirmed task was found and skip sending a reminder.
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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