Give client planning a regular place on the calendar
A quarterly review can turn active project context into a forward-looking conversation, with Notis finding a ScheduleOnce time and booking it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Book Time Slot
Tool to book a time slot on a booking calendar in OnceHub. Use when you need to schedule a meeting by booking one of the available time slots. First retrieve available time slots using 'Get available time slots', then use this tool to book one of those slots with guest information.
Why this helps
Longer-term planning is easy to defer when day-to-day project requests keep taking the next available hour.
- Protect time for forward-looking client conversations.
- Reduce manual checks for which clients need a review.
- Connect planning discussions to current project work.
Setup
Build it in a few focused steps.
- 1Connect Streamtime and ScheduleOnce to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to review active projects quarterly and book planning conversations where useful.
- 3Use one plain-language instruction to identify clients who need a forward-looking discussion, retrieve availability, and book a suitable time.
- 4Pick a recurring quarterly trigger, choose a channel for run reports, and test with one real client planning case.
Questions about this workflow
Will it book for every active client?
Ask Notis to book only when the active project context indicates that a planning conversation would be useful.
How does it know when to run?
Choose a recurring quarterly schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Streamtime to Scheduleonce. A trigger fires from one place; an action lands in another.
Streamtime triggers
Scheduleonce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Book Time Slot
Tool to book a time slot on a booking calendar in OnceHub. Use when you need to schedule a meeting by booking one of the available time slots. First retrieve available time slots using 'Get available time slots', then use this tool to book one of those slots with guest information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Booking
Tool to cancel a booking by ID in OnceHub. Use when you need to cancel an existing booking, optionally providing a cancellation reason and controlling whether to send cancellation email notifications.
Create Contact
Tool to create a new contact in ScheduleOnce. Use when you need to add a contact with email, first name, and last name. Additional fields like company, phone, and address details can be optionally provided.
Create One-Time Link for Booking Calendar
Tool to create a one-time booking link for a booking calendar in OnceHub. Use when you need to generate a unique, single-use booking link for a customer. One-time links are good for one booking only and automatically expire after one year if not used. The booking calendar must be published to create one-time links.
Create User
Tool to create a new user account in OnceHub. Use when you need to add a new user with first name, last name, and email. Optional role can be specified.
Delete Contact
Tool to delete a contact by ID from OnceHub. Use when you need to permanently remove a contact from the system.
Delete User
Tool to delete a user account from OnceHub. Use when you need to permanently remove a user from the system.
Get Available Time Slots
Tool to retrieve available time slots for a booking calendar from OnceHub. Use when you need to check availability for scheduling appointments within a specific date range (maximum 30 days). Returns real-time availability based on booking rules and participant calendars.
Connect any two apps with Notis in the middle.
Streamtime and Scheduleonce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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