Find the right Calendarhero contact from an Agiled prospect handoff
Check whether the person is already in Calendarhero before adding another record or arranging a meeting.
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
Uncertainty about existing contact records slows down prospect follow-up and can create duplicates.
- Check for an existing contact before creating one.
- Search by the supplied name or email.
- Keep prospect follow-up moving with less manual lookup.
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 search Calendarhero contacts using the name or email in the Agiled prospect handoff and report the result.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect handoff.
Questions about this workflow
Can this search by email or name?
Yes. The Calendarhero Search Contact action supports searching by email or name.
Does the search create a contact?
No. This workflow searches for an existing contact and reports the result.
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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