Create Calendarhero contacts from relationship briefs
Capture a new relationship once and keep the contact ready for scheduling.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Why this helps
New contact details live in documents while the scheduling system remains incomplete.
- Reduce duplicate data entry
- Keep contacts ready for meetings
- Preserve relationship context
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Calendarhero.
- 2Create an automation that creates a contact from a new relationship brief.
- 3Pick New Document Added and describe the details to confirm before creation.
- 4Choose a report channel and test with one real brief.
Questions about this workflow
What details are needed?
Include the contact information in the document and tell Notis which details must be confirmed.
Can it avoid duplicates?
Ask Notis to search for an existing contact first and report a match before creating anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Calendarhero. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Fetch Contact
Fetch contact
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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