Turn customer milestones into planned conversations
When an account milestone calls for a check-in, pass the context to Notis and prepare the meeting request.
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
Customer success milestones can arrive in one system while the follow-up conversation remains an unwritten task.
- Convert selected milestones into meeting requests
- Keep relevant account context with the scheduling handoff
- Reduce follow-up tasks that stay in someone's head
Setup
Build it in a few focused steps.
- 1Connect the system sending milestones and Calendarhero once in the Notis portal.
- 2Create an automation for customer success check-ins.
- 3Tell Notis which milestones merit a meeting request and what timing and context to use.
- 4Choose a webhook trigger and report destination.
- 5Send a representative HTTP request and review the meeting request.
Questions about this workflow
Does Notis know which milestones matter?
Provide the qualifying milestones in your instruction. Do not assume history or account signals that are not included in the request.
Can this use a scheduled time?
Include a time range or specify how the meeting request should be prepared from the provided context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Calendarhero. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Fetch Contact
Fetch contact
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Product Created Trigger
Triggered when a product is created in Stripe
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Calendarhero.