Keep ChMeetings account context handy
Make the account profile easier to reference while coordinating document-related work in ChMeetings.
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
It takes extra effort to recover account context when switching between document processing and coordination.
- Retrieve current authenticated user profile details.
- Keep account context available in a scheduled report.
- Make missing profile data visible without guessing.
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 account context checks.
- 3Tell Notis to retrieve the current ChMeetings user profile and summarize details relevant to document coordination.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the report.
Questions about this workflow
Does this retrieve member or organization directories?
No. It retrieves the current authenticated user's profile.
Does it edit the profile?
No. This is a read-only profile check.
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.