Keep finance partner contact details current
Once a partner's new details are confirmed, update their Calendarhero record so scheduling starts from reliable information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact
Tool to update details of an existing contact. use when you have the contact's id and want to apply changes. example: 'update contact 507f1f77bcf86cd799439011 with a new email.'
Why this helps
Outdated contact details make routine scheduling harder and increase the chance of a missed follow-up.
- Apply confirmed changes to an existing contact.
- Reduce repeated corrections during scheduling.
- Keep finance follow-up records current.
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.
- 3Write one instruction to update the existing Calendarhero contact when a finance request includes its contact ID and confirmed new details.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real contact ID and a confirmed detail change.
Questions about this workflow
What is required to update the right record?
The workflow needs the contact ID and confirmed details to apply.
Can it update without confirmation?
Set the prompt to act only after new contact details have been confirmed.
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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