Bring the right Affinity contacts into a deal review meeting
Prepare a meeting's attendee list from selected Affinity contacts, with identity checks before invitations go out.
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
Manually finding and inviting the right people adds friction to an already busy meeting workflow.
- Cut manual attendee lookup
- Use known meeting and contact references
- Review uncertain identities before inviting
Setup
Build it in a few focused steps.
- 1Connect Affinity and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for meeting invitations.
- 3In one instruction, ask Notis to retrieve the referenced Affinity contacts, verify the supplied ChMeetings meeting, and invite only clearly identified intended attendees.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one meeting and one intended attendee.
Questions about this workflow
Does this create a meeting too?
No. It invites an attendee to a specified existing meeting. Use a separate meeting-creation workflow when a new meeting is needed.
What identifiers are needed?
The invitation action requires a specified meeting and attendee details. Provide clear references in the webhook request and have Notis report anything it cannot resolve.
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.