Schedule ChMeetings gatherings from Agile CRM
Turn a confirmed CRM event request into a scheduled meeting without restarting the planning conversation.
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
Meeting details captured during a CRM conversation can be forgotten before anyone schedules the gathering.
- Create the meeting when the request contains complete details.
- Keep scheduling tied to a confirmed CRM request.
- Reduce context switching between sales conversations and event setup.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a ChMeetings meeting using the complete confirmed meeting details supplied in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, confirmed meeting request and verify its ChMeetings record.
Questions about this workflow
Can this infer missing meeting details?
The create action is intended for cases where all meeting details are available. Supply missing details before sending the request.
Does the CRM send meeting requests automatically?
Agile CRM has no trigger events listed here. The workflow starts when a request is sent to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chmeetings. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.