Refresh ChMeetings people from Agile CRM
Keep an existing directory profile current when you already know which ChMeetings person to update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Update Person
Update an existing person’s information.
Why this helps
Updating a contact in one system does not automatically refresh an existing community profile.
- Apply current contact details to an existing person record.
- Use a supplied ChMeetings person ID to identify the target record.
- Reduce manual profile edits for changes ready to sync.
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 update the identified ChMeetings person using the Agile CRM details and ChMeetings person ID provided in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update request and confirm the intended profile changed.
Questions about this workflow
What is needed to update the right person?
The request should include the correct ChMeetings person ID and the available Agile CRM details to apply.
Can this update every ChMeetings field?
Updates are limited to fields supported by ChMeetings. Provide only details available in Agile CRM and relevant to the profile.
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.