Add a person to ChMeetings from Slack
Capture new member details in a private request and add them to the directory promptly.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 people wait for directory entry while administrators move details between messages and systems.
- Shortens the time from intake to directory entry
- Keeps sensitive details in the intended private channel
- Reduces repetitive data entry
Setup
Build it in a few focused steps.
- 1Connect Slackbot and ChMeetings once in Notis.
- 2Create an automation that creates a person only from a complete authorized DM request.
- 3Pick Direct Message Received as the trigger.
- 4Choose a report destination and test with one approved sample.
Questions about this workflow
What fields are required?
ChMeetings requires first name and last name, while other details can be included when available.
Can it avoid duplicates?
Ask Notis to check for an existing matching person when the available ChMeetings actions support that lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Chmeetings. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot 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.