Find the right contact from a partner brief
Send a partner brief to Notis and have it search CalendarHero for the person already associated with the work.
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
Searching for a partner contact by hand adds friction before a meeting can even be arranged.
- Look up a contact using the name or email in the brief.
- Find existing records before creating or updating anything.
- Keep partner coordination moving with less manual search.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and CalendarHero in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to search CalendarHero for a contact matching the name or email in each incoming partner brief and report the result.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real partner brief and check the returned match.
Questions about this workflow
Does this workflow create a contact if it finds no match?
No. It searches and reports the result. Creating a new contact requires a separate workflow and confirmed contact details.
What should the brief contain?
Include a contact name or email so CalendarHero has a useful search term.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Calendarhero. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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