Carry client intake details into the ChMeetings directory
Let a client intake request create the directory record, so your team can focus on the next conversation.
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
Re-entering client details in another directory creates busywork and leaves room for basic identity information to be missed.
- Create a person from an incoming intake request.
- Avoid duplicate manual entry between systems.
- Report requests missing required name details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ChMeetings once in Notis.
- 2Create an automation in the portal or tell Notis to create one.
- 3In one instruction, ask Notis to create a ChMeetings person for each client intake request that includes first and last name, and report missing required details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real intake request and verify the created person.
Questions about this workflow
What details are required to create a person?
The listed ChMeetings action requires first_name and last_name. Only include other details when they are supplied and supported.
Will this automatically prevent duplicate people?
The listed create action does not establish a deduplication method. Instruct Notis to check available records first if duplicate prevention is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chmeetings. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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