Send a timely reminder for finance conversations
Once a finance meeting is confirmed, have Notis send the Calendarhero reminder so neither side has to remember the extra nudge.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Reminder
Tool to send a reminder to a contact about their scheduled meeting. use after confirming the meeting task id to notify participants.
Why this helps
A meeting can be booked correctly and still be missed when nobody remembers to send a reminder.
- Send a reminder after a finance meeting is confirmed.
- Reduce the mental load of remembering a last-minute nudge.
- Keep the reminder attached to the scheduled meeting task.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create an automation through the portal or by telling Notis what you want.
- 3Write one instruction to send a Calendarhero reminder when a confirmed finance meeting request includes its meeting task ID.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real meeting task ID after confirming the reminder is appropriate.
Questions about this workflow
What does the reminder need?
The Calendarhero action requires the meeting task ID.
Will reminders go to every finance contact automatically?
Only when your workflow receives a request that identifies the meeting task and asks for a reminder.
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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