Check Calendarhero for contacts named in Gmail introductions
Introductions are easy to lose in a busy inbox. Notis can search Calendarhero for the person in an incoming introduction and report whether a matching contact is already there.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Search Contact
Tool to search for existing contacts. use after confirming a need to find contacts by email or name.
Why this helps
You have to leave the inbox and search contacts manually, and duplicate records can slip in when an introduction gets handled quickly.
- Find an existing contact without switching apps to search manually.
- Use the name or email provided in the introduction.
- Get a clear report when no matching contact is found.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Calendarhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact lookup.
- 3In one instruction, ask Notis to identify introductions in incoming email, search Calendarhero using the person's stated name or email, and report the result.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real introduction email and review the run report.
Questions about this workflow
Will this create a contact if the search finds no match?
No. This workflow searches for an existing contact and reports the result. Creating a contact is a separate Calendarhero action.
What can Notis search with?
The listed action supports searching by email or name. Instruct Notis to use the details present in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Calendarhero. A trigger fires from one place; an action lands in another.
Gmail triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Fetch Contact
Fetch contact
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Gmail and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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