Keep organization reviews on your calendar
Make a recurring organization check easier by bringing the ChMeetings list into a report you already review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List Organizations
Tool to list all organizations. Use when you need to retrieve organization data; no parameters required.
Why this helps
Organization records can go unreviewed when there is no simple routine to bring them back into view.
- Create a repeatable review routine.
- See the organization list in a report channel.
- Notice records that may need a closer look.
Setup
Build it in a few focused steps.
- 1Connect 2chat and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for organization review.
- 3Tell Notis to list ChMeetings organizations and summarize the returned records for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and adjust the review instruction if needed.
Questions about this workflow
Will the workflow update organization records?
No. It retrieves the list for review. Any changes need a separate instruction and the appropriate ChMeetings action.
Can it compare records with a previous review?
Only if the prior list or comparison criteria are supplied to Notis or otherwise available in the returned data. Do not assume it has an unseen baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Chmeetings. A trigger fires from one place; an action lands in another.
2chat triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
2chat and Chmeetings, 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 Chmeetings.