Keep contact records current with a scheduled check
Let a scheduled workflow look for clear, validated corrections in your ChMeetings directory and apply them to identified people, with uncertain cases left for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Update Person
Update an existing person’s information.
Why this helps
Stale contact details make routine communication harder, while a manual directory cleanup is easy to postpone.
- Apply clear corrections as part of a recurring maintenance routine.
- Keep uncertain person matches out of automatic updates.
- Reduce the size of a manual directory cleanup.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and ChMeetings once in the Notis portal.
- 2Create an automation that reviews available ChMeetings people details with Addressfinder, updates only clearly identified people with clear corrections, and reports uncertain records.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where run reports should go, then test with one real person record.
Questions about this workflow
Will it replace the full person record?
Instruct Notis to update only the specific fields with clear validated corrections. Do not ask it to replace information that was not checked.
What happens when identity is uncertain?
The workflow should leave that person unchanged and include the case in its run report for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Chmeetings. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder 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.