Move AgencyZoom policy reviews onto your ChMeetings calendar
Send a review request to Notis and let your assistant set up the meeting in ChMeetings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Meeting
Create and schedule a meeting.
Why this helps
Policy reviews can slip when client follow-up starts in an agency system and someone still has to create a separate meeting.
- Create a meeting from an incoming review request.
- Keep the client context and meeting purpose together.
- Reduce manual calendar setup across systems.
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 meeting for each AgencyZoom policy review request, using the provided client, date, time, and purpose.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real review request and confirm the meeting details.
Questions about this workflow
How does the AgencyZoom request start the automation?
An HTTP request to the Notis webhook starts it. Configure the AgencyZoom side to send a review request to that webhook.
Can Notis choose a meeting date if none is provided?
The workflow should use a date supplied in the request. If it is missing, instruct Notis to report the missing detail rather than invent a schedule.
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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