Schedule lead consultations without rebuilding the project context
Start a consultation webinar from an AccuLynx lead handoff and keep the project details close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conference
Create a conference to schedule or start a meeting or webinar.
Why this helps
Creating a meeting means switching apps and reassembling lead and job details while the follow-up waits.
- Create a meeting room from a webhook request containing lead and consultation details.
- Keep the lead context in the instruction so the meeting is relevant.
- Reduce delay between lead handoff and scheduling.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and ClickMeeting once in Notis.
- 2Create an automation and describe the consultation room to create from each lead request.
- 3Choose the webhook trigger and have your connected system send the lead and project details.
- 4Choose where run reports go, then test with one real lead example.
Questions about this workflow
Does AccuLynx provide a trigger for this workflow?
No. Start it with a Notis webhook and have an external tool or custom backend send the lead details.
Will Notis email the lead?
This workflow creates a ClickMeeting conference. Sending invitations requires a separate workflow using a supported invitation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clickmeeting. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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