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Create Calendarhero contacts from WhatsApp leads

Turn a promising WhatsApp conversation into a usable Calendarhero contact while the context is fresh.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

Why this helps

New people remain trapped in chat history and are hard to find when scheduling later.

  • Keep contact records current
  • Reduce duplicate data entry
  • Preserve lead context

Setup

Build it in a few focused steps.

  • 1Connect Timelinesai and Calendarhero once in the Notis portal.
  • 2Create the automation.
  • 3Tell Notis to identify a new lead with confirmed contact details and create a Calendarhero contact.
  • 4Pick the new Timelinesai message trigger and a report channel.
  • 5Test with one real lead message.

Questions about this workflow

Will it create a contact from an incomplete message?

It should wait for confirmed contact details and report when required information is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Calendarhero. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Calendarhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Calendar Connection

Tool to add a calendar integration to a user's account. use after gathering provider credentials.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

Fetch Contact

Fetch contact

ActionInstant

Fetch Meeting Details

Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.

ActionInstant

Fetch User Profile

Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.

ActionInstant

List Meetings

Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Calendarhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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