Move confirmed agreement contacts into ChMeetings
When an ActiveMerge workflow completes with a new person's confirmed name, add that person to the ChMeetings directory.
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
Contact details captured during paperwork can be easy to forget when updating a separate directory.
- Create a directory record from contact details already provided.
- Avoid retyping names from completed document workflows.
- Use a clear report to catch missing required names.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a ChMeetings person from a new contact in the ActiveMerge webhook only when first and last name are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completion webhook containing a contact name.
Questions about this workflow
What information is required to create a person?
ChMeetings requires first name and last name. The webhook should include both.
Will this update existing records?
This workflow creates a person record. Use a separate process when you need to identify and update an existing person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Chmeetings. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge 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.