Add new Stripe donors to ChMeetings automatically
Give first-time donors a place in your ChMeetings directory as soon as their checkout is complete.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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 donor details can stay buried in payment records, making timely follow-up easy to miss.
- Keep donor contact details with your community records.
- Reduce manual copying after a completed checkout.
- Make new donor follow-up easier to organize.
Setup
Build it in a few focused steps.
- 1Connect Stripe and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a ChMeetings person for a completed checkout when donor name details are present.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real checkout that includes the donor's first and last name.
Questions about this workflow
Will this create a person for every checkout?
Describe the conditions in your instruction, such as processing only checkouts that represent a donation and include donor name details.
What details are needed to create a person?
ChMeetings requires first_name and last_name. Include those values in the checkout data or provide a way for Notis to obtain them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Chmeetings. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
ChMeetings: Create Organization
Tool to create a new organization.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
Product Created Trigger
Triggered when a product is created in Stripe
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe 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.