Find the right contact from an incoming WhatsApp chat
Turn a WhatsApp inquiry into a focused Calendarhero contact search when you need to identify who is reaching out.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Search Contact
Tool to search for existing contacts. use after confirming a need to find contacts by email or name.
Why this helps
A familiar name in a new chat can leave you searching contacts before you can follow up.
- Search for existing contacts while reviewing an inquiry.
- Use a supplied name or email to ground the lookup.
- Reduce context switching between conversations and contact records.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Calendarhero once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe which inquiries should prompt a contact search in one instruction.
- 4Pick New Message Received as the trigger and choose where run reports go.
- 5Test with a real inquiry that includes a contact name or email.
Questions about this workflow
Will this create a contact if no match is found?
No. This workflow searches for an existing contact. Creating or updating a contact is a separate action and requires confirmed details.
What details can it search with?
Calendarhero Search Contact is intended to find contacts by email or name. Include one of those in the message or otherwise available context.
Does it reply to the WhatsApp sender?
No. The selected Calendarhero action searches contacts; it does not send a WhatsApp response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Calendarhero. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Fetch Contact
Fetch contact
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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