Catch possible duplicate contacts before adding people
Review prospect research alongside existing ChMeetings people so your team can resolve likely matches before creating records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Retrieve a list of people’s records.
Why this helps
Adding researched contacts without checking existing people can create duplicate records and extra cleanup.
- Surface possible matches before a new person record is created.
- Use existing ChMeetings people data as review context.
- Keep the final duplicate decision with your team.
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 how to compare available prospect details with ChMeetings people.
- 3Tell Notis to use the people list action for comparison and report likely matches for review without deleting records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prospect and verify the reported match evidence.
Questions about this workflow
Will this workflow merge or delete duplicate records?
No. It reviews potential matches and reports them for human review; the listed ChMeetings actions do not provide a merge action.
What data does the comparison use?
It can compare only prospect details and ChMeetings people data available to the automation, such as names or contact details.
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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No card. Works with personal or business Chmeetings.