Turn Partner Fundraiser Requests into Meetings
Give Notis the fundraiser details when a partner request arrives and let it prepare the ChMeetings meeting in the same flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Meeting
Create and schedule a meeting.
Why this helps
Fundraising plans often need coordination across partner work and community events, creating room for details to get lost.
- Create a meeting from a partner fundraiser request
- Keep fundraiser scheduling connected to partner activity
- Prompt for missing details before creating the event
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the fundraiser meeting outcome.
- 3Tell Notis to create a ChMeetings meeting using the date, time, and other details supplied in the webhook request, and ask about gaps.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real fundraiser request and review the meeting details.
Questions about this workflow
Does this create a donation record?
No. The available ChMeetings actions include meeting creation, not a donation action.
What if the request is missing meeting details?
Instruct Notis to ask for missing information before creating the meeting. The action description expects all meeting details to be available.
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
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No card. Works with personal or business Chmeetings.