See the conversations around a transaction follow-up
When a transaction raises a question, retrieve meetings for the relevant window and see which conversations may help you follow the thread.
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
A transaction question can pull you into a broad calendar search when all you need is the relevant time window.
- Retrieve meetings for the date window relevant to a transaction.
- Keep the search scoped to the follow-up at hand.
- Find possible conversation context without browsing the full calendar.
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 using Automations -> New Automation.
- 3In one prompt, ask Notis to list Calendarhero meetings for the date range in a transaction follow-up webhook.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with a real follow-up request and a clear date range.
Questions about this workflow
Does it identify the transaction automatically?
The webhook should provide the follow-up context and date range. The Calendarhero action lists meetings in that range.
Does it reschedule anything?
No. It retrieves the meeting list 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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