Bring community partnership leads into ChMeetings
Capture promising local organizations in the place your team already uses to coordinate people and community work.
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
Partner details get lost between prospect research and the team that coordinates community relationships.
- Keep enriched partner contact details together in ChMeetings.
- Reduce manual re-entry after prospect research.
- Give the team a consistent place to review new prospects.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Tell Notis to use the incoming prospect details to create a ChMeetings person, and flag missing required first or last names for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the created person record.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Aeroleads does not provide a trigger event in this setup.
What if the lead has no first or last name?
The prompt can direct Notis to flag the incomplete record in its run report instead of attempting person creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chmeetings. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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