Bring upcoming meetings into your cashflow review
A finance update can change what needs attention. Automatically fetch the meetings in your chosen date range and keep your next steps visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Why this helps
Financial changes can make it hard to remember which client or partner conversations need a follow-up.
- See scheduled conversations while reviewing a finance update.
- Keep finance work and meeting planning in one focused review.
- Reduce the need to switch between tools to find upcoming meetings.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis for it in plain language.
- 3In one instruction, say that an incoming finance-review request should fetch Calendarhero meetings for the supplied date range.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real review request and a valid date range.
Questions about this workflow
What starts this workflow?
A custom backend or external tool sends a request to the Notis webhook when a finance review is ready.
Does it create or change meetings?
No. It retrieves Calendarhero meetings within the date range for review.
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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