Review a ChMeetings profile for each new Zendesk user
Give your team context before someone reaches out to a new contact.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
ChMeetings: Get Person
Tool to retrieve a specific person's details by ID. Use when you have a person ID and need their full record.
Why this helps
Staff waste time searching for prior community context before responding to a new person.
- Surface existing contact context
- Avoid duplicate outreach
- Speed up handoffs
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ChMeetings in Notis.
- 2Create an automation that retrieves the matching ChMeetings person profile.
- 3Tell Notis how to report whether a profile exists and summarize useful details.
- 4Select New User Created and choose where reports should go.
- 5Test with a user who may already exist.
Questions about this workflow
What if no matching person exists?
Ask Notis to report that no profile was found and suggest creating one.
Does this change any records?
No. This workflow retrieves profile details for review.
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.