Find contact records to review across Affinity and ChMeetings
Get a concise review list of selected contacts that may need attention across your two systems.
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
Finding missing or potentially duplicated contacts takes repeated searching and careful comparison.
- See potential missing records in one report
- Review possible matches before making changes
- Avoid assuming an unavailable sync history
Setup
Build it in a few focused steps.
- 1Connect Affinity and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name that describes the review.
- 3In one instruction, specify which Affinity contacts to check, ask Notis to retrieve the ChMeetings people list, and report likely missing or ambiguous matches without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real set of contacts and review the matches.
Questions about this workflow
Does this workflow create or modify people?
No. It uses the list action to support a review report. You can separately decide whether any record needs an update or creation.
Can it identify every duplicate?
It can report likely matches based on the available details. Confirm ambiguous identities manually; neither app description provides a guaranteed cross-system identity key.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chmeetings. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.