Bring new Salesforce contacts into ChMeetings
A new contact in Salesforce can become a person in ChMeetings, ready for your team to engage.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Copying new contact details into a second system creates extra work and leaves people out of the directory.
- Reduce duplicate entry across Salesforce and ChMeetings.
- Keep new relationships visible to the people coordinating engagement.
- Use a plain language instruction to describe how Notis should handle each new contact.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a ChMeetings person for each new Salesforce contact, using the available contact details and handling incomplete information as you prefer.
- 4Pick the Salesforce New Contact Trigger and choose where run reports should go.
- 5Test with one real new contact and review the result.
Questions about this workflow
Does this create a person when Salesforce adds a new contact?
Yes. The automation runs on Salesforce's New Contact Trigger and uses the ChMeetings Create Person action.
What information is required to create a ChMeetings person?
ChMeetings requires first_name and last_name. Tell Notis what to do when a Salesforce contact lacks either value.
Can I prevent duplicate people?
You can instruct Notis to check existing ChMeetings people before creating a record. The available context does not specify a dedicated duplicate-check action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chmeetings. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
ChMeetings: Create Organization
Tool to create a new organization.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.