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Notis

Create ChMeetings people from Todoist

Capture a new contact in Todoist and add them to the ChMeetings directory.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

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 contacts remain scattered across task notes instead of becoming usable directory records.

  • Reduce duplicate contact entry
  • Keep member records current
  • Turn intake tasks into usable profiles

Setup

Build it in a few focused steps.

  • 1Connect Todoist and ChMeetings in the Notis portal.
  • 2Create an automation telling Notis to create a ChMeetings person from tasks that contain a person's first and last name.
  • 3Pick the Todoist New Task Created trigger.
  • 4Select a report channel and test with one contact task containing the required names.

Questions about this workflow

What fields are required?

ChMeetings requires first_name and last_name for person creation.

Can extra contact details be included?

Yes. Ask Notis to use any additional details present in the task when supported.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Todoist to Chmeetings. A trigger fires from one place; an action lands in another.

Todoist triggers

Chmeetings actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Invite Meeting Attendee

Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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.

ActionInstant

ChMeetings: Create Organization

Tool to create a new organization.

ActionInstant

ChMeetings: Create Reminder

Tool to create/schedule a reminder for a meeting in ChMeetings.

ActionInstant

Delete Meeting Attendee

Tool to remove an attendee from a meeting. Use after confirming attendee details.

ActionInstant

List Meeting Attendees

Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.

ActionInstant

ChMeetings: Delete Meeting

Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.

ActionInstant

Connect any two apps with Notis in the middle.

Todoist 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.