Save a new finance partner as a contact
Capture a confirmed finance partner once so future scheduling does not begin with another contact setup task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Why this helps
Re-entering new partner details during scheduling adds a small but persistent source of friction.
- Create a reusable contact record from confirmed details.
- Prepare finance partner contacts for future scheduling.
- Avoid repeating contact entry across later meeting tasks.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create the automation in the portal or by telling Notis what outcome you want.
- 3Use one prompt asking Notis to create a Calendarhero contact only after the finance partner's details are confirmed.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real, confirmed partner record.
Questions about this workflow
Should details be confirmed first?
Yes. The action is intended for creating a contact after confirming their details.
Will duplicate contacts be prevented?
Ask Notis in the prompt to search for an existing contact before creating one if that check is part of your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Quiltt to Calendarhero. A trigger fires from one place; an action lands in another.
Quiltt 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.
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.
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.
Quiltt and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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