Create ChMeetings people from new Pipedrive deals
Capture every new commercial relationship in ChMeetings before it slips through the cracks.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deal contacts often remain trapped in the sales system while community and event teams work elsewhere.
- Reduce duplicate data entry
- Make new contacts visible to community staff
- Start follow-up with a complete person record
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ChMeetings in Notis once.
- 2Create an automation and name the desired contact capture outcome.
- 3Tell Notis to create a ChMeetings person from each new deal using available contact details.
- 4Pick the Pipedrive New Deal Received trigger and choose a report channel.
- 5Test with one real deal and review the run report.
Questions about this workflow
What if the deal does not include a first or last name?
Ask Notis to skip the record and report the missing required name fields for review.
Can this update an existing person instead?
Yes, use a separate workflow with the ChMeetings Update Person action after you provide a reliable person identifier.
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
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.