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Prepare campaign planning notes from ChMeetings meeting details

Make it easier to prepare the next campaign by bringing selected meeting details into a concise review.

Trigger

Recurring schedule

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

Action

ChMeetings: Get Meeting

Retrieve the details of a meeting by its ID.

Why this helps

Campaign planning can stall when someone has to reopen meeting records and gather logistics before writing or scheduling outreach.

  • Bring selected meeting information into a concise planning report.
  • Reduce repeated context switching before campaign work.
  • Keep missing details visible rather than filling them in by assumption.

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 campaign planning review.
  • 3Tell Notis to retrieve details for the ChMeetings meetings you specify and summarize available facts for campaign planning, flagging missing information.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real meeting and confirm the summary uses only returned details.

Questions about this workflow

Can this retrieve all meetings automatically?

The listed get meeting action retrieves a specific meeting by ID. Provide the meeting references or a clear way to identify them.

Will this create or send a campaign?

No. It prepares planning notes from ChMeetings data for your team to use in ActiveCampaign.

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

Save your first hour today.

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No card. Works with personal or business Chmeetings.