Invite CRM contacts to ChMeetings meetings
Add an invited contact to the right meeting while the details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Invite Meeting Attendee
Invite a new attendee to a meeting.
Why this helps
After agreeing to invite someone, it is easy to forget the separate step of adding them to the attendee list.
- Add a confirmed attendee to a specified meeting.
- Keep the invitation action connected to the CRM context.
- Reduce manual handoffs after someone agrees to attend.
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 invite the specified attendee to the ChMeetings meeting using details supplied in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real attendee and meeting request, then confirm the attendee is listed.
Questions about this workflow
What details does the request need?
Include the specified meeting and attendee information required by the ChMeetings action.
Will this invite every CRM contact?
No. Send a request only for a contact who should be invited to the specified meeting.
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.