Start finance scheduling with your profile in view
A quick profile check can put account context in front of you before a recurring block of finance meetings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Why this helps
Scheduling slows down when you have to stop and confirm which account or profile context you are using.
- Retrieve account profile details before scheduled planning.
- Keep account context close to your scheduling routine.
- Reduce interruptions caused by uncertainty about the active profile.
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 ask Notis in plain language.
- 3Write one instruction to fetch your Calendarhero profile at the start of a recurring finance scheduling block.
- 4Pick a recurring cron trigger and a channel for run reports.
- 5Test with one run after Calendarhero authentication is set up.
Questions about this workflow
What does the profile action return?
It fetches details for the authenticated Calendarhero user.
Does the workflow change profile settings?
No. It retrieves profile details.
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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