Create ChMeetings people from member inquiry emails
Capture new member details from Gmail and add a person record in ChMeetings when the email provides the required name.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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 arrive in email, then get lost or sit in an inbox while someone re-enters them by hand.
- Reduce repetitive contact entry
- Keep new member inquiries moving
- Use only details clearly present in the message
Setup
Build it in a few focused steps.
- 1Connect Gmail and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a ChMeetings person when an incoming email clearly identifies a new member and includes their first and last name; use only supported details present in the email.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real inquiry email and review the created person record.
Questions about this workflow
What details are required to create the person?
ChMeetings requires a first name and last name. The email needs to provide both clearly for this workflow to create a record.
Will it guess missing contact details?
No. The instruction should tell Notis to use only information stated in the email and leave out details that are missing or unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Chmeetings. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
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.
Gmail 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.