Keep Affinity follow-ups from getting lost
Turn follow-ups with clear dates and meeting references into ChMeetings reminders your team can find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Create Reminder
Create a reminder for a meeting.
Why this helps
Follow-up intentions get buried in deal work when they are not turned into a concrete reminder.
- Make dated follow-ups easier to remember
- Avoid creating reminders from incomplete information
- Review reminder results in a run report
Setup
Build it in a few focused steps.
- 1Connect Affinity and ChMeetings once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, define which Affinity deals to review and ask Notis to create a ChMeetings reminder only when the required meeting reference and reminder timing are available.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one real follow-up whose timing and meeting reference are known.
Questions about this workflow
Can the workflow infer a follow-up date from deal history?
Only use dates available in retrieved data or explicitly supplied by you. If no reliable date is available, have Notis report the follow-up for review.
Does this reminder action create a meeting?
No. It schedules a reminder for a meeting in ChMeetings, so a valid meeting reference is needed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.