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Notis

Add Outlook contacts to ChMeetings

Keep your people directory growing wherever you add contacts.

Trigger

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

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

Maintaining Outlook contacts and a separate ChMeetings directory doubles entry work.

  • Avoids duplicate contact entry
  • Keeps directories aligned
  • Improves follow-up readiness

Setup

Build it in a few focused steps.

  • 1Connect Outlook and ChMeetings once.
  • 2Create an automation describing the person record to create.
  • 3Choose Outlook New Contact Added as the trigger.
  • 4Pick a report channel and run one real contact test.
  • 5Verify the created ChMeetings person.

Questions about this workflow

Does this copy every new contact?

Yes unless your instruction tells Notis to only process contacts meeting a stated condition.

What happens when a name is incomplete?

Ask Notis to report the contact for review or use a safe fallback you specify.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

ChMeetings: Create Organization

Tool to create a new organization.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

ChMeetings: Create Reminder

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

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Delete Meeting Attendee

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

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

Outlook and Chmeetings, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.