Set ChMeetings reminders from CRM follow-ups
Give an agreed next step a reminder so it is easier to pick back up at the right time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Reminder
Create a reminder for a meeting.
Why this helps
Follow-up tasks can disappear in a CRM thread and never reach the calendar or reminder system people check.
- Schedule a reminder based on details included in the request.
- Connect CRM follow-up context to a meeting reminder.
- Reduce the chance of a promised next step slipping through.
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 reminder using the meeting and reminder details supplied in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request and verify the reminder in ChMeetings.
Questions about this workflow
Does the request need an existing meeting?
Provide the meeting details required by the ChMeetings reminder action. The action description identifies reminders as meeting related.
Can this decide when to remind someone?
Give Notis the intended reminder timing in the request. Do not rely on it to infer a date or time that the source does not provide.
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.