Keep contact details current after enrichment
When a known person has newly enriched details, pass a clear update request to ChMeetings through Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Update Person
Update an existing person’s information.
Why this helps
Updated contact information can remain stranded in prospect research while the team keeps using stale details.
- Reduce retyping of newly enriched contact information.
- Update a known person record with relevant supplied details.
- Keep ambiguous identity matches out of automatic updates.
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 describe which supplied details should refresh a person record.
- 3Tell Notis to update only an identified ChMeetings person and to report ambiguous matches for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known person and verify the updated details.
Questions about this workflow
Does this workflow locate the person by email?
The request should identify the ChMeetings person record clearly. Do not assume a lookup by email unless that capability is available in your connected tools.
Can it overwrite every person field?
Instruct Notis to update only the relevant supplied details and verify the result with a real record.
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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