Review meeting details before CRM follow-up
Start your follow-up with the meeting context already in front of you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get Meeting
Retrieve the details of a meeting by its ID.
Why this helps
Reconstructing what was scheduled before sending follow-up adds avoidable context switching.
- Retrieve a specific meeting's current details.
- Prepare a compact summary for CRM follow-up work.
- Avoid searching manually across tools before taking the next step.
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 retrieve the specified ChMeetings meeting and prepare a follow-up summary using available Agile CRM context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real meeting ID and review the summary.
Questions about this workflow
Does this change the meeting?
No. It retrieves meeting details and prepares a summary.
How does it know which meeting to retrieve?
Provide the meeting ID or other identifier required by the ChMeetings get meeting 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.