Create ChMeetings meetings from event campaign details
Move event planning forward from the campaign details you already manage in ActiveTrail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Create Meeting
Create and schedule a meeting.
Why this helps
Event details spread across campaign notes and sequences are easy to overlook when it is time to schedule the actual meeting.
- Review ActiveTrail campaign or sequence information on a chosen schedule.
- Create a meeting when the details are complete and the event is explicitly approved.
- Avoid creating a meeting from a draft or incomplete campaign.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for event scheduling.
- 3Tell Notis to review the specified ActiveTrail campaign or sequence and create a ChMeetings meeting only when it finds complete details and explicit approval.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real, approved event campaign and review the created meeting.
Questions about this workflow
Will this create a meeting from any campaign?
The instruction should limit creation to the campaign or sequence you specify and require complete event details and explicit approval.
What should I do if event information is missing?
Tell Notis to leave the meeting uncreated and report which details are missing. The ChMeetings action is for cases where you have all meeting details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Chmeetings. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.