Turn a finance review into a meeting request
Move from noticing a finance issue to arranging the conversation while the reason and participants are still clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important finance conversations can sit in a to-do list while you decide how to arrange the meeting.
- Create a meeting request when a finance review needs discussion.
- Keep participants and timing together in the request.
- Shorten the gap between identifying a question and arranging time.
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 tell Notis conversationally.
- 3Write one prompt asking Notis to create a Calendarhero meeting request from a finance-review webhook with confirmed participants and a time range.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real request after confirming participants and scheduling details.
Questions about this workflow
What should be included before scheduling?
Provide the participants, time range, and additional meeting details needed for the request.
Can the workflow invent participants or times?
No. It should only schedule from details supplied or confirmed in the request.
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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