Review reminders alongside Affinity deal follow-ups
See a compact review of scheduled reminders and selected deal follow-ups so you can spot items to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List Reminders
List reminders.
Why this helps
A reminder may exist without a clear follow-up context, while an important follow-up may have no visible reminder.
- Bring reminder records and deal context into one review
- Spot possible follow-ups that need human attention
- Avoid changing reminders based on uncertain matches
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 clear audit name.
- 3In one instruction, ask Notis to list ChMeetings reminders, review the specified Affinity follow-ups, and report potential gaps or unclear matches without editing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small set of known reminders and follow-ups.
Questions about this workflow
Will it cancel or edit reminders?
No. This workflow is a review using the list-reminders action. It reports possible issues for you to assess.
Can it prove that a reminder is missing?
It can identify apparent gaps using the data available in the run. Confirm uncertain matches, since the listed actions do not establish a guaranteed link between Affinity deals and ChMeetings reminders.
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.