Check ChMeetings settings for campaign-related intake
Keep available ChMeetings lookup options visible when preparing people information connected to a campaign.
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
Intake can pause when someone needs to find valid account-specific values before handling person details.
- Retrieve current lookup values for reference.
- Reduce time spent searching for valid options during intake.
- Base summaries on the account settings returned by ChMeetings.
Setup
Build it in a few focused steps.
- 1Connect AimTell and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve ChMeetings settings and summarize available lookup values relevant to campaign-related intake.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real settings response and confirm the summary preserves the returned options.
Questions about this workflow
Does this change ChMeetings account settings?
No. It retrieves settings for reference; it does not modify them.
Are the values the same for every ChMeetings account?
The action returns account configuration values. Use the results from the connected account rather than assuming universal options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chmeetings. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell 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.