Keep the ChMeetings Account Context at Hand
Include the current ChMeetings user profile in a recurring partner coordination brief so the account context is easy to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get User Profile
Retrieve the authenticated user’s profile.
Why this helps
A partner coordination handoff can stall when the responsible account context is not readily available.
- Retrieve the authenticated user's profile details
- Include account context in a recurring coordination report
- Reduce time spent looking up who is signed in
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 the profile lookup and report.
- 3Tell Notis what profile context to include and how it supports partner coordination.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned profile is the expected account.
Questions about this workflow
Whose profile does this retrieve?
The action retrieves the current authenticated user's profile information in ChMeetings.
Does this retrieve Adtraction account details too?
The listed action only retrieves the ChMeetings user profile. Include any Adtraction account context separately if your workflow needs it.
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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