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Notis

Move relevant project contacts into the ChMeetings People directory

For church or ministry projects, route a relevant AccuLynx contact to Notis and create a ChMeetings person record from the details provided.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

ChMeetings: Create Person

Create a person’s record in the directory.

Why this helps

A church project contact can be difficult to find when their details are kept only in a job lead or project record.

  • Put relevant church and ministry contacts in the People directory.
  • Require a first and last name before creating a record.
  • Keep unrelated project contacts out of the directory.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and ChMeetings once in the Notis portal.
  • 2In Automations, choose New Automation and name this workflow.
  • 3Tell Notis to create a ChMeetings person only for a submitted church or ministry contact with first and last name, and to report missing details.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Send one real eligible contact example and review the created person.

Questions about this workflow

Should every AccuLynx contact become a ChMeetings person?

No. Use this for contacts who belong in the church or ministry People directory. The instruction should have Notis skip unrelated project contacts.

What information is required to create a person?

The supplied action description requires first_name and last_name. Notis should report when either is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Chmeetings. A trigger fires from one place; an action lands in another.

Acculynx triggers

Chmeetings actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Invite Meeting Attendee

Invite a new attendee to a meeting.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Attendee Details

Retrieve the details of a specific attendee.

ActionInstant

ChMeetings: Create Meeting

Create and schedule a meeting.

ActionInstant

ChMeetings: Create Organization

Create a new organization.

ActionInstant

ChMeetings: Create Reminder

Create a reminder for a meeting.

ActionInstant

Delete Meeting Attendee

Remove an attendee from a meeting.

ActionInstant

List Meeting Attendees

List the attendees of a meeting.

ActionInstant

ChMeetings: Delete Meeting

Permanently delete an existing meeting.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Chmeetings, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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