Check who is signed in before a deal handoff
Get a simple identity check before a recurring handoff routine so the right person can pick up the next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get User Profile
Retrieve the authenticated user’s profile.
Why this helps
A handoff can stall when the person running the workflow is unclear or their account identity is unexpected.
- Make handoff ownership easier to verify
- Catch account identity mismatches early
- Avoid changing records based on an uncertain owner
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, ask Notis to retrieve the current ChMeetings user profile and compare available details with the owner reference you provide for the Affinity handoff; report mismatches without changing records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a known authenticated profile and handoff owner reference.
Questions about this workflow
Does this find the owner of every Affinity deal?
No. The workflow uses a user-specified owner reference and the current ChMeetings profile. It does not rely on an unlisted Affinity owner event or action.
Will it reassign anything?
No. The profile action retrieves the authenticated user's details. This workflow reports a comparison for review.
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.