Review your ChMeetings organization directory
Make a directory check part of your routine, with Notis gathering organization records into a readable report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List Organizations
List all organizations.
Why this helps
Directory reviews can slip when they depend on remembering to open ChMeetings and scan the organization list.
- Gather organization records on a chosen schedule.
- Get a readable summary of returned organization data.
- Keep directory review on a recurring routine.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the directory review.
- 3Tell Notis in one instruction to list organizations and summarize the returned records; specify any review criteria you can support with available data.
- 4Choose the notis_cron trigger, set the schedule, and pick where run reports should go.
- 5Test with one real run and verify the summary against the organization list.
Questions about this workflow
Can this identify newly added organizations?
The list action returns organization data, but a new-versus-existing comparison needs prior history or a baseline supplied to the workflow.
Does the workflow change organization records?
No. It lists organizations and prepares a report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Chmeetings. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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