Bring investor contacts from Affinity into ChMeetings
Start from an Affinity contact and let Notis prepare a matching ChMeetings person record for your community team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Person
Create a person’s record in the directory.
Why this helps
Copying investor contact details between systems creates busywork and leaves teams with incomplete records.
- Reduce repeated contact entry
- Keep investor engagement work accessible to the ChMeetings team
- Use a webhook to start a focused contact intake
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 give it a clear name.
- 3In one instruction, ask Notis to find the contact referenced by the incoming request and create a ChMeetings person using available details; flag missing required details for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Affinity contact and confirm the resulting person record.
Questions about this workflow
Does Affinity automatically start this workflow?
Affinity has no listed trigger events for this package. An HTTP request to the Notis webhook starts the automation, which can then retrieve the referenced contact from Affinity.
What if the contact has no first or last name?
The ChMeetings create-person action requires first_name and last_name. Have Notis report missing values for review instead of creating an incomplete record.
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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