ChMeetings and Salesflare

How to connect ChMeetings

ChMeetings is a church management software that helps manage people, services, events, donations, and more.

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.

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.

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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