Find recipient records that need a second look
Have Notis compare available recipient details with ChMeetings people and bring possible missing or mismatched records to your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Retrieve a list of people’s records.
Why this helps
Recipient lists and member directories can drift apart, making manual reconciliation a recurring chore.
- Surface possible missing or mismatched person records.
- Review recipient and directory information on a schedule.
- Keep uncertain matches visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to compare available certificate recipients with ChMeetings people and report possible gaps without creating records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real recipient list and review the matches.
Questions about this workflow
Will this add missing people automatically?
No. This workflow reports possible gaps for review. It does not create or update person records.
What data is compared?
Notis can compare information available from the connected apps. Any missing recipient list, history, or matching baseline must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Chmeetings. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Accredible certificates 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.