Choose a consistent follow up format from Outlook context
Let the event details guide the meeting format instead of relying on memory.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
List Meeting Types
Tool to retrieve the user's configured meeting types. use after authenticating with calendarhero.
Why this helps
Meeting format choices vary when each follow up starts from a blank screen.
- Standardize follow up formats
- Reduce small scheduling decisions
- Use event context at the right moment
Setup
Build it in a few focused steps.
- 1Connect Outlook and Calendarhero once in the Notis portal.
- 2Create an automation that reviews new Outlook event details, retrieves meeting types, and recommends one for follow up.
- 3Pick the Outlook New Calendar Event trigger.
- 4Choose where run reports go and test with one event that has a clear purpose.
Questions about this workflow
Can I set different rules for internal and external events?
Yes. Describe the event signals and the preferred meeting type for each case.
Does the recommendation create a request?
No. It reports the recommended type so you can approve or connect it to a separate scheduling workflow.
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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