Create ClickMeeting contacts from completed intake documents
Carry a completed attendee intake into ClickMeeting without another round of manual entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Add a contact or pre-register an attendee.
Why this helps
Contact details collected in a completed document can be forgotten before registration opens.
- Create a contact using details provided with the webhook request.
- Keep intake completion connected to webinar preparation.
- Avoid retyping attendee contact information.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ClickMeeting once in Notis.
- 2Create an automation in Automations, New Automation, and name it for contact intake.
- 3Tell Notis to create a ClickMeeting contact from the person details in each completed intake request.
- 4Choose the webhook trigger and choose where run reports should go.
- 5Test with one real completed intake containing a consenting contact.
Questions about this workflow
Does this also register the contact for a conference?
No. It creates a contact. Registering someone requires a separate workflow and a valid conference room id.
What if the request has incomplete contact information?
Tell Notis to report missing details and skip contact creation until the required information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clickmeeting. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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