Schedule ChMeetings meetings from new deals
Move from opportunity created to conversation scheduled without another planning step.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Promising opportunities stall when someone has to manually turn a deal into a calendar-ready meeting.
- Shorten time to first conversation
- Keep meeting context tied to the deal
- Reduce scheduling handoffs
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ChMeetings in Notis once.
- 2Create an automation describing the meeting you want created from each new deal.
- 3Tell Notis which deal details provide the meeting title, time, and purpose, and state what to do when details are missing.
- 4Pick the New Deal Received trigger and select a report destination.
- 5Test with one deal that includes complete meeting details.
Questions about this workflow
Does Notis invent a meeting time?
No. Supply a time in the deal or instruct Notis to report the deal for manual scheduling when no time is available.
Can attendees be added too?
Yes. Add a follow-up workflow using Invite Meeting Attendee after the meeting exists and attendee details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Chmeetings. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
ChMeetings: Create Organization
Tool to create a new organization.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.