ChMeetings and Salesflare
How to connect ChMeetings
- Via Zapier — 35 operations available. Set it up ↗
What you can automate
- When new Person in ChMeetings, find or create contact in Salesflare.
- When updated Person in ChMeetings, find or create contact in Salesflare.
About ChMeetings
ChMeetings is a church management software that helps manage people, services, events, donations, and more.
ChMeetings operations on Zapier
Triggers (9)
Start a workflow when this happens
- Deleted Contribution Fund — Triggers when a contribution fund is deleted in ChMeetings.
- Deleted Person — Triggers when a person is deleted from ChMeetings.
- New Check-In — Triggers when someone is checked in to an event in ChMeetings.
- New Contribution — Triggers when a new contribution is recorded in ChMeetings.
- New Contribution Fund — Triggers when a new contribution fund is created in ChMeetings.
Show 4 more triggers
- New First-Time Check-In — Triggers when someone checks in for the very first time - use this to welcome new visitors.
- New Person — Triggers when a new person is added in ChMeetings.
- Updated Contribution Fund — Triggers when a contribution fund is updated in ChMeetings.
- Updated Person — Triggers when a person's details are updated in ChMeetings.
Actions (15)
Things Salesflare can make it do
- Add Note to Person — Adds a note to a person's record in ChMeetings.
- Add People to Family — Adds one or more people to an existing family in ChMeetings.
- Add Person to Group — Adds a person to a group in ChMeetings.
- Close Contribution Batch — Closes a contribution batch in ChMeetings so no further gifts can be added.
- Create Contribution — Records a contribution in ChMeetings.
Show 10 more actions
- Create Contribution Batch — Creates a contribution batch in ChMeetings.
- Create Contribution Fund — Creates a new contribution fund in ChMeetings.
- Create Family — Creates a family in ChMeetings from two or more people.
- Create Person — Adds a new person to ChMeetings.
- Create Post — Creates a post in ChMeetings.
- Remove Person From Group — Removes a person from a group in ChMeetings.
- Update Contribution Batch — Updates a contribution batch in ChMeetings.
- Update Contribution Fund — Updates an existing contribution fund in ChMeetings.
- Update Person — Updates an existing person's details in ChMeetings.
- Update Post — Updates an existing post in ChMeetings.
Searches (11)
Look up existing records
- Find Contribution — Finds contributions in ChMeetings by person, reference or date.
- Find Contribution Batch — Finds a contribution batch in ChMeetings.
- Find Contribution Fund — Finds a contribution fund in ChMeetings.
- Find Event — Finds events in ChMeetings within a date range.
- Find Event Occurrence — Finds the individual occurrences of a recurring event in ChMeetings.
Show 6 more searches
- Find Family — Finds a family in ChMeetings by name.
- Find Group — Finds a group in ChMeetings by name.
- Find Organization — Finds a church or organization within the ChMeetings account.
- Find Person — Finds a person in ChMeetings by email, mobile or name.
- Find Person Notes — Lists the notes on a person's record in ChMeetings.
- Find Post — Finds posts in ChMeetings by status and date.
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