Bring member follow-up research into one flow
Use a follow-up tag on an Asana task to prompt a ChMeetings people lookup and summarize results for the next step.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
ChMeetings: List People
Tool to retrieve list of People records from ChMeetings. Use when syncing people data; rate limit 100 requests per 20 seconds.
Why this helps
Organizers can lose time switching systems to find member context needed for a follow-up task.
- Cut context switching during member follow-up.
- Bring relevant directory results into the task workflow report.
- Keep decisions about person matching with a human.
Setup
Build it in a few focused steps.
- 1Connect Asana and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use a task with the agreed follow-up tag to search ChMeetings people using only identifying details in the task, summarize likely results, and avoid changing records.
- 4Pick the Asana Tag Added to Task trigger and choose where run reports should go.
- 5Test with one real tagged task and confirm the lookup summary is useful.
Questions about this workflow
Does this tag trigger provide the tag name?
For Asana tag events, the parent resource is the tag, so its GID is available. State the intended tag in your automation instruction so Notis can apply the right criteria.
Will this workflow update a person's record?
No. It retrieves people records for review. A person should confirm the correct match before any record change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Chmeetings. A trigger fires from one place; an action lands in another.
Asana triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
Attachment Added to Task
Triggers when an attachment is added to a task.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
New Comment on Task
Triggers when a comment is added to a task in a project.
ChMeetings: Create Organization
Tool to create a new organization.
New Task Created
Triggers when a new task is created in a project.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
Task Updated
Triggers when a task is updated in a project.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Asana 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.