Match new Outlook senders to Calendarhero contacts
Know who is already in Calendarhero before you plan the next conversation.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Search Contact
Tool to search for existing contacts. use after confirming a need to find contacts by email or name.
Why this helps
A new email often means manually searching contacts before any meeting can be scheduled.
- Find existing contacts faster
- Avoid duplicate records
- Prepare cleaner scheduling context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Calendarhero once in the Notis portal.
- 2Create an automation that extracts the sender identity from each new Outlook message and searches Calendarhero for a matching contact.
- 3Pick the Outlook New Outlook Message trigger.
- 4Choose where run reports should go and test with one message from a known contact.
Questions about this workflow
What if no contact matches?
Tell Notis to report the missing contact or hand off to a separate contact creation process after you confirm the details.
Can it search by email and name?
Yes. Ask Notis to use the sender email first and the display name as a secondary check.
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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