Add an AimTell campaign referral to ChMeetings
Capture a person referred through a campaign in the people directory, with required name details checked first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Person
Create a person’s record in the directory.
Why this helps
A referral can arrive through a campaign workflow and then get lost while someone plans to add the person to the directory later.
- Capture referred people while the context is fresh.
- Check required name details before creating a record.
- Send a run report so intake does not disappear into the background.
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 create a ChMeetings person from a referral request only when first and last names are provided.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real referral request and verify the person record.
Questions about this workflow
What information is required to create a person?
The listed ChMeetings action requires first name and last name. Include them in the webhook request.
Does AimTell send this referral event directly?
No AimTell trigger event is listed here. The workflow starts from a Notis webhook request that may carry information related to an AimTell campaign.
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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