Find the right person before following up
Give a finance follow-up a clear starting point by searching for the contact using confirmed identifying details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Contact
Tool to search for existing contacts. use after confirming a need to find contacts by email or name.
Why this helps
Searching through contacts adds friction just when you are trying to close a finance task.
- Search by a known name or email before preparing follow-up.
- Reduce repeated manual contact lookups.
- Keep the next action tied to the finance request that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create an automation by asking Notis or in the portal's New Automation flow.
- 3In one prompt, ask Notis to search Calendarhero contacts using the confirmed name or email in an incoming finance follow-up request.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real contact identifier you are authorized to use.
Questions about this workflow
What can the search use?
Use a confirmed contact email or name to search Calendarhero.
Does the workflow contact the person?
No. It searches for an existing contact; it does not send a message.
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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No card. Works with personal or business Calendarhero.