Turn Partner Contact Details into a ChMeetings Record
When a partner contact is ready for engagement tracking, send their details to Notis and let it create the ChMeetings person record.
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 collected during affiliate work can remain outside the directory where engagement is coordinated.
- Add a partner contact to the ChMeetings directory
- Capture contacts when they are ready for engagement tracking
- Avoid re-entering the basic details by hand
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 contact intake outcome.
- 3Tell Notis to create a ChMeetings person from the contact details in each webhook request, including first and last name.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact request and review the created record.
Questions about this workflow
What details are required to create a person?
The provided action description requires first_name and last_name. Include both in the request.
Does Adtraction automatically send contact events to this workflow?
No Adtraction triggers are listed. Start it with a Notis webhook request containing the contact details.
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.