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Check ChMeetings settings from Coda

Use current ChMeetings options while preparing records in Coda.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

ChMeetings: Get Settings

Tool to retrieve account configuration settings. Returns the available lookup values for genders, social statuses, grade levels, and family roles used throughout ChMeetings. Use when you need to know what options are available for creating or updating people and families.

Why this helps

Setup work stalls when valid gender, status, grade, or family role values are unclear.

  • Reduce invalid submissions
  • Speed up setup research
  • Keep configuration context visible

Setup

Build it in a few focused steps.

  • 1Connect Coda and ChMeetings in Notis once.
  • 2Create an automation named ChMeetings Settings Check.
  • 3Tell Notis to retrieve current ChMeetings settings for each new Coda setup request and summarize the relevant lookup values.
  • 4Pick the New Coda Document trigger and choose a report channel.
  • 5Test with one setup request.

Questions about this workflow

What settings are returned?

ChMeetings provides available lookup values such as genders, social statuses, grade levels, and family roles.

Does this update settings?

No. It retrieves account configuration for planning and validation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Chmeetings. A trigger fires from one place; an action lands in another.

Coda triggers

Chmeetings actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Invite Meeting Attendee

Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

ChMeetings: Create Organization

Tool to create a new organization.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

ChMeetings: Create Reminder

Tool to create/schedule a reminder for a meeting in ChMeetings.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Delete Meeting Attendee

Tool to remove an attendee from a meeting. Use after confirming attendee details.

ActionInstant

List Meeting Attendees

Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.

ActionInstant

ChMeetings: Delete Meeting

Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.

ActionInstant

Connect any two apps with Notis in the middle.

Coda 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.