Use current ChMeetings options for contact entry
Before a batch of contact handoffs, have Notis retrieve the available ChMeetings settings so you can use the account's current options.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get Settings
Retrieve account settings and available lookup values.
Why this helps
Contact setup can stall when a field needs an account-specific option that is not in the person preparing the handoff's head.
- Retrieve available ChMeetings lookup values.
- Prepare for contact entry using current account options.
- Receive the settings in a scheduled report.
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 describe which person options you need to review.
- 3Tell Notis to retrieve ChMeetings settings and summarize available lookup values relevant to contact handoffs.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real settings lookup and confirm the returned option groups.
Questions about this workflow
Which values does this action return?
The action description identifies lookup values for genders, social statuses, grade levels and family roles.
Does it create or update people?
No. It retrieves account configuration settings for review.
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.