Bring Calendarhero contact context into Outlook follow up
Start with the person behind the email and see the context already stored for them.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Fetch Contact
Fetch contact
Why this helps
You lose time rebuilding contact context before replying or scheduling.
- Prepare replies with better context
- Reuse existing contact information
- Speed up meeting preparation
Setup
Build it in a few focused steps.
- 1Connect Outlook and Calendarhero once in the Notis portal.
- 2Create an automation that identifies the sender of a new Outlook message and fetches the matching Calendarhero contact.
- 3Pick the Outlook New Outlook Message trigger.
- 4Choose where run reports go and test with one message from an existing contact.
Questions about this workflow
What happens if the sender is not in Calendarhero?
Tell Notis to report the missing contact and include the sender details for your review.
Can it create a meeting from the result?
Use the fetched context to decide whether a separate meeting request workflow should run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Calendarhero. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Fetch Contact
Fetch contact
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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