Keep ChMeetings people settings easy to reference
Make the available ChMeetings lookup values easier to find when document intake leads to people records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get Settings
Retrieve account settings and available lookup values.
Why this helps
Preparing person details is slower when valid account options are buried or forgotten.
- Retrieve available lookup values for people and families.
- Create a concise reference for routine intake.
- Avoid assuming values that the account does not support.
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 the settings reference.
- 3Tell Notis to retrieve ChMeetings settings and summarize the returned lookup values for people record preparation.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the available options.
Questions about this workflow
Which settings are returned?
The action description lists lookup values for genders, social statuses, grade levels, and family roles.
Does this update account settings?
No. It retrieves settings for reference.
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.