Create a ChMeetings person from an intake webhook
Turn approved intake submissions into ready-to-use ChMeetings records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Manually re-entering intake details creates delays and duplicate contacts.
- Speed up intake processing
- Standardize record creation
- Reduce duplicate entry
Setup
Build it in a few focused steps.
- 1Connect ChMeetings in Notis once.
- 2Create an automation that creates a person from an approved webhook payload.
- 3Describe required details, duplicate checks, and missing-data handling.
- 4Choose a Notis webhook trigger and report channel.
- 5Send one real test payload.
Questions about this workflow
Where does the webhook come from?
It can come from an approved intake system that sends an HTTP request to Notis.
What if required names are missing?
Notis should report the missing fields and avoid creating an incomplete record.
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.