Carry new Salesforce leads into ChMeetings
Keep promising new relationships visible in the ChMeetings directory without retyping every lead.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Leads can sit in Salesforce while the team responsible for community engagement has no easy way to see them.
- Make new leads available for engagement in ChMeetings.
- Reduce manual re-entry when a lead is created.
- Set your own instructions for records that need review before creation.
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 lead and explain how to handle missing names or other incomplete details.
- 4Pick the Salesforce New Lead Trigger and choose where run reports should go.
- 5Test with one real lead and review the created person.
Questions about this workflow
Will the workflow run for existing leads?
No. This trigger is for a new Salesforce lead. Existing records do not trigger this event.
What if a lead has no last name?
ChMeetings requires first_name and last_name to create a person. Include an instruction for Notis to flag incomplete leads or handle them another way.
Can Notis decide whether a lead is ready to add?
You can describe criteria in the automation prompt. The trigger itself is the creation of a new lead, and the listed event does not provide a built-in filter.
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
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.