Schedule a ChMeetings reminder for a new user welcome
Keep promising new contacts from slipping past the next action.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Why this helps
Welcome tasks are easy to forget after the initial support interaction.
- Protect follow-up commitments
- Reduce mental load
- Make onboarding repeatable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ChMeetings once.
- 2Create an automation that schedules a reminder for qualifying new users.
- 3Describe the qualification, reminder timing, and message in one instruction.
- 4Select New User Created and a report channel.
- 5Test with one qualifying user.
Questions about this workflow
Can the reminder be conditional?
Yes. Tell Notis which new users should receive one.
What if no timing is provided?
Notis should report the missing timing instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chmeetings. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
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.
Zendesk and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.