Capture prospective members from email in ChMeetings
Keep promising membership inquiries from getting lost in your inbox. Notis can turn clear requests into ChMeetings people records.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
ChMeetings: Create Person
Tool to create a new person record in ChMeetings People directory. Use when you need to add a person before tracking interactions. Required fields: first_name, last_name
Why this helps
A membership inquiry can sit in a busy inbox without making it into the directory or a timely follow-up.
- Capture prospective members while their request is easy to find.
- Reduce copying names and contact details by hand.
- Leave unclear or incomplete inquiries for review.
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 person for a new email that clearly asks to join, using only details present in the message.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real inquiry email.
Questions about this workflow
Will it create a record for every email?
The instruction can limit creation to messages that clearly ask to join. You can tell Notis to leave ambiguous messages for review.
What information does ChMeetings require?
The provided event description says first name and last name are required. If either is missing, the workflow should report the email for review instead of guessing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.