Keep ChMeetings people current with Salesforce changes
When contact details change in Salesforce, ask Notis to find the corresponding ChMeetings person and update it.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
ChMeetings: Update Person
Tool to update an existing person's information in ChMeetings. Use when modifying person details; call after retrieving person ID via CHMEETINGS_PEOPLE_LIST or CHMEETINGS_PEOPLE_GET. Supported update fields (use snake_case): - Personal: first_name, last_name, middle_name, nick_name, native_name, email, mobile, telephone, birth_date - Demographics: gender (Male/Female/Unknown), social_status (Single/Married/etc.) - Professional: job_title, work_place, qualification, education_level, school - Religious: church, baptism_date, baptism_location, is_deacon, rank, bishop_donor - Communication: do_not_text, do_not_email (boolean) - Address: address object with country, state, city, etc.
Why this helps
Contact details change over time, and manually carrying every update into a second directory is easy to forget.
- Reduce stale contact details across systems.
- Use the changed fields included with the Salesforce Contact Updated event.
- Tell Notis how to handle uncertain matches or fields that should not be changed.
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 find the matching ChMeetings person for an updated Salesforce contact and update the person details you specify.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports should go.
- 5Test with one real contact update and review the match and changed details.
Questions about this workflow
How does the workflow know which ChMeetings person to update?
Tell Notis how to identify a match, such as by email, and what to do if it finds no match or more than one. The available actions include listing people and updating a person.
Does the trigger include changed contact fields?
Yes. Salesforce's Contact Updated event emits changed fields alongside relevant timestamps.
Can it create a ChMeetings person if none matches?
You can describe that behavior in the prompt, but creation requires the ChMeetings Create Person action and the required first and last names.
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.