Run a recurring review of ChMeetings people records
Gather people records into a scheduled review so directory work does not depend on repeated manual checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Retrieve a list of people’s records.
Why this helps
A people directory can take focused time to review, especially when you have to remember to pull the list yourself.
- Retrieve people records for a recurring review.
- Ask Notis to summarize the returned data using criteria you provide.
- Make directory review easier to fit into a regular 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 people directory scan.
- 3Tell Notis in one instruction to list people and summarize the returned records using only the data available; avoid requesting unsupported history or baselines.
- 4Choose the notis_cron trigger, set an appropriate schedule, and choose where run reports should go.
- 5Test one real run and review the output and any rate limit considerations.
Questions about this workflow
Can Notis tell which records changed since the last scan?
Not from the list action alone. A comparison requires a prior snapshot or other history to be supplied.
Are there request limits?
The action description notes a rate limit of 100 requests per 20 seconds. Set a reasonable schedule and account for the size of your directory.
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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No card. Works with personal or business Chmeetings.