Know the Available ChMeetings Options Before Intake
Have Notis retrieve account lookup values and surface the options needed before partner contact records are prepared.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get Settings
Retrieve account settings and available lookup values.
Why this helps
Partner intake can pause when a person record needs an account option that the coordinator has not looked up.
- Retrieve available lookup values from ChMeetings settings
- Prepare for person record intake with current options
- Reduce interruptions caused by missing account choices
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 for lookup values needed in partner intake.
- 3Tell Notis which settings categories to include and how to present them for the team.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify that the report reflects returned settings.
Questions about this workflow
Which options can this retrieve?
The action returns available lookup values for genders, social statuses, grade levels, and family roles.
Does this update ChMeetings settings?
No. This workflow retrieves current account configuration settings.
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.