Turn WhatsApp member inquiries into ChMeetings contacts
Keep new member details from getting lost in busy WhatsApp threads. Notis can create a ChMeetings person record when an inbound message includes the required name details.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
A promising inquiry can disappear in a chat thread before anyone adds the person to the church directory.
- Keep eligible inquiries in the People directory.
- Avoid retyping contact details from WhatsApp.
- Leave messages without the required name details for manual review.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and ChMeetings once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a ChMeetings person from an inbound message only when first and last name are present, and include any available contact details.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real message that includes a name.
Questions about this workflow
Will it create a record if the message has no name?
The instruction should create a person only when first and last name are available. Messages without them can be reported for follow-up.
Can it capture every detail mentioned in a chat?
Notis can use details present in the event and supported by the ChMeetings action. Test the details you need with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Chmeetings. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
ChMeetings: Create Organization
Tool to create a new organization.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
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.
Whatsapp 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.