Prepare recipient contacts before a credential session
Set a recurring reminder to get your recipient list ready, then let Notis add the supplied attendees as ClickMeeting contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Add a contact or pre-register an attendee.
Why this helps
Manually re-entering recipient details before every credential session creates avoidable admin and risks leaving someone off the list.
- Prepare contacts as part of a repeatable session routine.
- Use the recipient information you supply in the instruction or request.
- Spend less time copying attendee details across tools.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and ClickMeeting once in the Notis portal.
- 2Create an automation and describe which supplied recipients should become contacts.
- 3Choose a recurring schedule for the preparation workflow.
- 4Choose where run reports should go, then test with one real recipient record.
Questions about this workflow
Can the schedule discover new Accredible recipients by itself?
No. Accredible certificates exposes no trigger events here. The workflow needs recipient details supplied in its request or instruction.
Does creating a contact register that person for a conference?
No. This action creates a ClickMeeting contact only. Conference registration is a separate action and is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Clickmeeting. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Create a conference to schedule or start a meeting or webinar.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Access Tokens
Generates access tokens for participants when a conference room uses token protection.
Create Contact
Add a contact or pre-register an attendee.
Delete Conference
Delete a conference.
Delete Recording
Permanently deletes a conference recording; it cannot be recovered.
Delete Recordings
Deletes all recordings for a conference room.
Delete File
Generate Autologin URL
Creates a time-sensitive link for a participant to access a conference room directly.
Connect any two apps with Notis in the middle.
Accredible certificates and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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