Update ChMeetings people from Workday prospect changes
Keep prospect details aligned across recruiting and community operations.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
ChMeetings: Update Person
Tool to update an existing person's information in ChMeetings. Use when modifying person details; call after retrieving person ID via CHMEETINGS_PEOPLE_LIST or CHMEETINGS_PEOPLE_GET. Supported update fields (use snake_case): - Personal: first_name, last_name, middle_name, nick_name, native_name, email, mobile, telephone, birth_date - Demographics: gender (Male/Female/Unknown), social_status (Single/Married/etc.) - Professional: job_title, work_place, qualification, education_level, school - Religious: church, baptism_date, baptism_location, is_deacon, rank, bishop_donor - Communication: do_not_text, do_not_email (boolean) - Address: address object with country, state, city, etc.
Why this helps
Profile changes create duplicate corrections and stale contact records.
- Reduces stale person records
- Cuts duplicate data entry
- Keeps outreach context current
Setup
Build it in a few focused steps.
- 1Connect Workday and ChMeetings in Notis once.
- 2Create an automation named prospect profile sync.
- 3Tell Notis to find the matching ChMeetings person and update the changed profile details.
- 4Pick the Prospect Profile Changed trigger and choose where run reports should go.
- 5Test with one changed prospect and verify the person record.
Questions about this workflow
How does it find the person?
Provide a matching identifier such as email or an existing ChMeetings person ID in your instruction.
What if there is no matching person?
Instruct Notis to report the missing record or create one with the separate create person action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Chmeetings. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
ChMeetings: Create Organization
Tool to create a new organization.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday 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.