Capture new member intake from Slack
Move an approved intake from Slack into the ChMeetings people directory.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Intake details can be overlooked or require duplicate entry when shared in team chat.
- Reduce duplicate typing for basic intake.
- Keep a clear path from team intake to the people directory.
- Act only on intake that is ready to record.
Setup
Build it in a few focused steps.
- 1Connect Slack and ChMeetings to Notis once in the portal.
- 2Create an automation in Automations, or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to create a ChMeetings person only when a Slack message contains authorized intake with first and last name.
- 4Select Slack Channel Message Received and a run-report channel.
- 5Test with one real intake shared appropriately in Slack.
Questions about this workflow
What information is required?
ChMeetings requires first and last name to create a person. Include any other available intake details in the instruction.
Should I use this for sensitive information?
Use only information that is appropriate to share in Slack and authorized for entry in ChMeetings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Chmeetings. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
ChMeetings: Create Organization
Tool to create a new organization.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack 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.