Create a Calendarhero contact from a new Trello card
Make a client schedulable as soon as their project card is ready.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Why this helps
Contact details captured during project intake often never reach the scheduling system.
- Remove duplicate data entry
- Prepare contacts for scheduling
- Keep client intake connected to meetings
Setup
Build it in a few focused steps.
- 1Connect Trello and Calendarhero in Notis once.
- 2Create an automation that confirms contact details in new cards before creating a Calendarhero contact.
- 3Pick the Trello New Card Trigger.
- 4Choose a report channel and test with one card containing approved details.
Questions about this workflow
Does it create contacts from incomplete cards?
Tell Notis to wait for confirmed name and contact details before calling Calendarhero.
Can it avoid duplicates?
Instruct Notis to search for an existing contact first when that information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Calendarhero. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
Fetch Contact
Fetch contact
New Board Trigger
Triggered when a board is created in the specified workspace
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
New Card Trigger
Triggered when a card is created in the specified board
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Calendarhero.