Review ChMeetings attendees for CRM follow-up
Bring meeting attendance into view so your next CRM follow-up can reflect who was there.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meeting Attendees
List the attendees of a meeting.
Why this helps
After a gathering, teams can lose time finding the attendance list and deciding who needs follow-up.
- Retrieve attendees for a specified meeting.
- Prepare an attendance summary for CRM follow-up decisions.
- Reduce manual list gathering after a meeting.
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 list attendees for the specified ChMeetings meeting and summarize follow-up opportunities using available Agile CRM context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real meeting and review the attendee summary.
Questions about this workflow
Does this choose which attendees to contact?
It can organize the attendee information with available CRM context, but any missing follow-up criteria should be supplied by you.
What identifies the meeting?
Provide the ChMeetings meeting ID or other information required by the attendee-list action.
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.