Keep agreement follow-ups visible with ChMeetings reminders
Use the reminder details in an ActiveMerge completion webhook to place the next step in ChMeetings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Reminder
Create a reminder for a meeting.
Why this helps
Follow-up dates can disappear into a signed file or a crowded inbox.
- Record a confirmed follow-up as a ChMeetings reminder.
- Reduce manual re-entry after document workflows.
- See a report if the webhook lacks reminder details.
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 reminder using confirmed reminder details in the ActiveMerge completion webhook, and report missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completion webhook that includes reminder details.
Questions about this workflow
Will Notis decide when the reminder should happen?
No. The webhook must provide the reminder timing or the instruction must specify a reliable timing rule.
Can I use this for any document?
Use it when the ActiveMerge process sends the relevant reminder and meeting details to Notis.
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.