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Notis

Move opted-in ActiveTrail contacts into ChMeetings

Keep member records moving without re-entering every opted-in contact by hand.

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 and consent can get lost between an email signup and the member directory.

  • Create a ChMeetings person from a contact submission with first and last name.
  • Only process submissions whose payload clearly indicates opt-in.
  • Keep the signup context available in the run report for review.

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 give it a clear name.
  • 3Tell Notis to create a ChMeetings person for each webhook submission that contains an explicit opt-in and the required first and last name.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one real opted-in submission to the webhook and review the result.

Questions about this workflow

Does ActiveTrail provide the trigger for this workflow?

No. ActiveTrail has no exposed trigger events here. A webhook starts the automation, so arrange for the opted-in submission data to reach that webhook.

What contact details are required?

The listed ChMeetings action requires first_name and last_name. Include the contact details you want stored and make opt-in status explicit in the submitted data.

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.

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.

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

When this happens · Trigger

Do this · Action

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