Capture email introductions in ChMeetings
Turn introductions you send into organized relationship records.
Trigger
New Sent Message
Triggered when a new message is sent from 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
People introduced by email often never make it into the central directory.
- Preserves relationship context
- Reduces manual directory work
- Improves future follow-up
Setup
Build it in a few focused steps.
- 1Connect Outlook and ChMeetings.
- 2Create an automation for people introduced in sent messages.
- 3Choose Outlook New Sent Message as the trigger.
- 4Pick a report channel and test with one introduction.
- 5Verify the new person record.
Questions about this workflow
How should introductions be identified?
Describe the wording or recipient pattern that signals an introduction.
Can it avoid duplicates?
Tell Notis to check existing records before creating a person.
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.