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Notis

Keep upcoming project meetings from slipping through the cracks

Let Notis check for upcoming AccuLynx meetings on a schedule and create a ChMeetings reminder when it has the meeting details needed.

Trigger

Recurring schedule

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

Action

ChMeetings: Create Reminder

Create a reminder for a meeting.

Why this helps

Important project meetings are easy to overlook when their dates and follow-ups live in a separate job system.

  • Review upcoming meetings in a regular routine.
  • Create reminders from available meeting details.
  • Surface records that need a meeting ID or other required information.

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 check AccuLynx for upcoming project meetings and create ChMeetings reminders only when the required meeting details are present.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Run once against a real upcoming meeting and review the reminder.

Questions about this workflow

Does the schedule provide meeting data by itself?

No. The schedule starts the workflow. Notis must retrieve relevant project and meeting information from AccuLynx through the available connection.

Can this create a reminder if the ChMeetings meeting does not exist?

The reminder action is for a meeting in ChMeetings. The workflow should report when it cannot identify the required meeting instead of inventing one.

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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