Invite a document referral to a meeting
Turn a document-based referral into a meeting invitation with one Notis webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Invite Meeting Attendee
Invite a new attendee to a meeting.
Why this helps
A referral can be reviewed and still get missed when someone has to manually move it into meeting coordination.
- Move a reviewed referral into meeting coordination.
- Use an explicit meeting identifier from the request.
- Keep missing attendee or meeting information visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for referral invitations.
- 3Tell Notis to invite the supplied attendee to the supplied ChMeetings meeting only when the request includes the required identifiers and details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real referral and a confirmed meeting.
Questions about this workflow
Can Affinda choose a meeting automatically?
No meeting selection trigger or matching rule is listed. Supply the intended meeting details in the webhook request.
Does the workflow create a person first?
This action invites an attendee to a specified meeting. Include the attendee details or identifiers required by the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chmeetings. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda 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.