ChMeetings and Salesflare

How to connect ChMeetings

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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