Create ChMeetings people from Agile CRM inquiries
Move a person from first inquiry to your ChMeetings directory without re-entering their details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Person
Create a person’s record in the directory.
Why this helps
A promising inquiry can get lost between a sales CRM and the community directory.
- Reduce duplicate entry when a new inquiry is ready for community follow-up.
- Keep intake focused on the required first and last name fields.
- Use the webhook request to provide current contact details.
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 person from the Agile CRM contact details supplied in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact request and check the created person in ChMeetings.
Questions about this workflow
Does Agile CRM start this automatically?
Agile CRM has no available trigger events in this workflow package. The automation starts when a webhook request is sent to Notis.
What contact details should the request include?
Include the Agile CRM contact's first name and last name, which ChMeetings requires to create a person. Add other details only when available and relevant.
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.