Keep partner performance reviews on the calendar
Give partner reviews a predictable home, with invitations sent from ClickMeeting when your schedule comes around.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Invitation
Send invitation emails to conference participants.
Why this helps
Partner review calls are easy to postpone when you have to check results, pick participants and send invitations as separate tasks.
- Create a recurring prompt to review partner performance.
- Send conference invitations without switching between tools.
- Keep review sessions tied to the partner context you provide.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ClickMeeting once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which partners to review and the invitation outcome in one instruction.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real partner review and confirm the invitation details.
Questions about this workflow
Will the schedule automatically know which partners need a review?
Only if that information is available to Notis through the connected account context or supplied in your instruction. The schedule does not create Adtraction triggers or filters.
Does this create a conference before sending invitations?
The specified action sends invitations to a ClickMeeting conference. Ensure the conference exists and provide the details needed to identify it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Clickmeeting. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickmeeting.