Check for an Existing Meeting Before You Schedule Another
Give agents the meeting context they need before they offer a new call.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List events
Retrieves a list of scheduled calendly events; requires `user`, `organization`, `group`, or `invitee email` for scope, and admin rights may be needed when filtering by `organization` or `group`.
Why this helps
Duplicate meetings waste customer time and create confusing follow up work.
- Prevent duplicate bookings
- Keep ticket context current
- Reduce unnecessary customer outreach
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Calendly once in Notis.
- 2Create an automation for meeting checks on new tickets.
- 3Tell Notis to list matching Calendly events and summarize any existing booking before escalation.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose where reports go and test with one ticket that has meeting history.
Questions about this workflow
What if no meeting is found?
Notis reports that no matching event was found so the team can decide whether to schedule one.
Can this cancel duplicates?
This workflow only checks and summarizes events. Use a cancellation action when a specific event should be removed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Calendly. A trigger fires from one place; an action lands in another.
Zendesk triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
New User Created
Triggered when a new user is created in Zendesk.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Zendesk and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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