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Prepare a ChMeetings intake review from ActiveCampaign contacts

Get a focused list of potential community contacts to review instead of repeatedly scanning marketing records.

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

Contact lists can grow faster than the team can check which people belong in the ChMeetings directory.

  • Make contact intake a predictable review task.
  • Keep a person responsible for confirming directory eligibility.
  • Spot records with missing names before attempting creation.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and ChMeetings once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for contact intake review.
  • 3Tell Notis to review available ActiveCampaign contacts against the intake criteria you provide and report candidate records and missing required names.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real contact set and verify the review is useful before acting on candidates.

Questions about this workflow

Does ActiveCampaign provide a contact list trigger here?

No app trigger events are listed for this package. This workflow uses a Notis schedule and asks Notis to review data available through the connected app.

Will it add every candidate to ChMeetings automatically?

No. It prepares a review so your team can confirm which contacts belong in the directory before creation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Chmeetings.