Create ChMeetings people from new Outlook messages
Capture new contacts while the conversation is still fresh.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Important new contacts stay trapped in inboxes until someone manually enters them.
- Captures contacts promptly
- Reduces data entry
- Builds a usable people directory
Setup
Build it in a few focused steps.
- 1Connect Outlook and ChMeetings in Notis.
- 2Create an automation for creating people from qualifying messages.
- 3Choose Outlook New Outlook Message as the trigger.
- 4Set the report destination and test with one real email.
- 5Check the new person record.
Questions about this workflow
Can I limit which messages create people?
State the conditions in the plain language instruction, such as messages from a specific domain.
What fields are required?
ChMeetings requires first_name and last_name; Notis can use message data or ask you to supply missing values.
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.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
ChMeetings: Create Organization
Tool to create a new organization.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.