Spot Partner Follow-Up Needs in Your Scheduled Review
Give Notis a recurring prompt to review commission updates and relevant ChMeetings people records, then report who may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Retrieve a list of people’s records.
Why this helps
Partner follow-up gets harder when commission activity and people records must be checked in separate places.
- Bring commission review into a predictable routine
- Surface possible partner follow-ups from existing people records
- Receive a concise report instead of manually comparing systems
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt describing the commission review and follow-up report.
- 3Tell Notis which commission activity and people records matter, and how to handle uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the report reflects the available data.
Questions about this workflow
Can this create or change ChMeetings people records?
This workflow uses the List People action to retrieve records for review. It does not change them.
What if Adtraction does not provide a partner identity that matches a person?
Notis can report the activity as unmatched or uncertain. The available descriptions do not establish a matching field, so your prompt should define any identifying information you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Chmeetings. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.