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Notis

Fetch ChMeetings context for new ticket requesters

Respond with the right context when a new support request appears.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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

Support agents may not know a requester's existing relationship with your organization.

  • Improve response context
  • Reduce internal searching
  • Support consistent handoffs

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and ChMeetings once.
  • 2Create an automation to look up the ticket requester in ChMeetings.
  • 3Describe the summary you want Notis to return, including missing-profile handling.
  • 4Pick New Zendesk Ticket and a report destination.
  • 5Test with one representative ticket.

Questions about this workflow

Can the report include the ticket details?

Yes. Ask Notis to combine the new ticket summary with the returned ChMeetings profile.

What happens for an unknown requester?

Notis can report that no matching ChMeetings person was found.

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.

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 User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

Zendesk 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.