Move event requests from email into ChMeetings
Pull event planning out of the inbox. Notis can schedule requests that include the details needed to create a ChMeetings meeting.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
Why this helps
Event requests often arrive in free-form messages, and manually carrying dates and details into a calendar creates delays and missed steps.
- Create meetings from actionable event requests.
- Keep event planning details with the ChMeetings meeting record.
- Flag messages that need clarification before scheduling.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a ChMeetings meeting only when a new email provides all details required by the connected action, and report missing details for review.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real event request email.
Questions about this workflow
What if the sender leaves out a date or other needed detail?
Instruct Notis to report the missing information for follow-up and not create a meeting until the request is complete.
Does this invite attendees too?
This workflow uses the meeting creation action only. Inviting attendees is a separate ChMeetings action and would need its own workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chmeetings. A trigger fires from one place; an action lands in another.
Agent mail triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
New Email Received
Trigger for new emails in an AgentMail inbox
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Agent mail 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.