Create ChMeetings people from ClickUp intake lists
Approved intake work can become a usable ChMeetings person record automatically.
Trigger
List Created
Triggers when a new List is created.
Action
ChMeetings: Create Person
Tool to create a new person record in ChMeetings People directory. Use when you need to add a person before tracking interactions. Required fields: first_name, last_name
Why this helps
Member details collected in ClickUp must be re-entered into the directory.
- Speeds directory setup
- Reduces transcription errors
- Moves approved intake forward
Setup
Build it in a few focused steps.
- 1Connect ClickUp and ChMeetings in Notis.
- 2Create an automation for lists that represent approved person intake.
- 3Tell Notis to create a ChMeetings person from the available details.
- 4Pick the ClickUp List Created trigger.
- 5Choose reports and test with one approved intake list.
Questions about this workflow
What fields are required?
ChMeetings requires at least first name and last name for a new person.
What if intake details are incomplete?
Tell Notis to report missing required details instead of creating a partial record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Chmeetings. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
ChMeetings: Create Organization
Tool to create a new organization.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
List Created
Triggers when a new List is created.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Deleted
Triggers when a List is deleted.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup 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.