Make finance review reminders part of the booking flow
Once the meeting is set, send the reminder while the details are fresh and free up attention for the work itself.
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
Remembering to remind each participant creates another small task in an already busy finance workflow.
- Send a reminder after a finance review is confirmed.
- Reduce the number of follow-up steps to keep in mind.
- Use the known meeting task ID to target the reminder.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create the automation conversationally or in the portal.
- 3Use one prompt to send a Calendarhero reminder only when a confirmed finance review request includes its meeting task ID.
- 4Select an incoming webhook trigger and a channel for run reports.
- 5Test with one real meeting task after checking the reminder recipient.
Questions about this workflow
What makes this different from a reminder schedule?
This sends a Calendarhero reminder in response to a webhook about a confirmed meeting.
What must the webhook include?
It needs the confirmed meeting task ID so the reminder targets the right meeting.
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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