Turn an Agiled follow-up into a meeting reminder
Close the loop on a client meeting with a reminder tied to its confirmed Calendarhero meeting task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Reminder
Sends an email reminder to participants about a scheduled meeting.
Why this helps
Meeting reminders are easy to miss when follow-up work is split between CRM and calendar tools.
- Reduce manual reminder steps after an Agiled follow-up.
- Require a confirmed meeting task ID before sending.
- Keep follow-up tied to the relevant scheduled meeting.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Calendarhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to confirm the contact and Calendarhero meeting task ID from the Agiled follow-up before sending a reminder.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real follow-up that includes a confirmed meeting task ID.
Questions about this workflow
What information must be confirmed before sending?
Confirm the meeting task ID and the contact to notify before using the Send Reminder action.
Can this send a reminder if the meeting task ID is missing?
No. The instruction should have Notis request the missing ID rather than send an unlinked reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Calendarhero. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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