Get the person details needed for the next handoff
When a client or community handoff needs person context, let Notis retrieve the ChMeetings record from its confirmed ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Get Person
Retrieve a person’s details by ID.
Why this helps
A handoff slows down when someone has to stop and search manually for a person's full record.
- Retrieve a specific person's full record.
- Use a confirmed person ID from the handoff.
- Make person context available in the run 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 name it for person record lookups.
- 3Tell Notis to retrieve the ChMeetings person record using the confirmed person ID in the request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real person ID and review the result.
Questions about this workflow
Can the workflow search by name?
The listed action retrieves a specific person by ID. Include the confirmed person ID.
Does it sync the record back to Agiled?
No. This action retrieves details for reporting and follow-up context.
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
Save your first hour today.
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No card. Works with personal or business Chmeetings.