Bring important client contacts into ChMeetings
When a client contact needs to be represented in ChMeetings, pass the contact details from Agiled through a webhook and have Notis create the person record.
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
Maintaining a contact in a second directory can be easy to forget when relationship work starts in a different system.
- Create a person record from a contact handoff.
- Use the required first and last name supplied with the request.
- Reduce duplicate manual entry across contact workflows.
Setup
Build it in a few focused steps.
- 1Connect Agiled and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact handoffs.
- 3Tell Notis to create a ChMeetings person using the supplied contact details, including first and last name.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real contact handoff and review the person record.
Questions about this workflow
What information is required to create a person?
The listed action requires first_name and last_name. Include those values in the request; provide additional details only when you have them.
Will this update a matching existing person?
This workflow uses the create person action. Check for duplicates separately before sending a create request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Chmeetings. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.