Keep selected event contacts ready as plans change
A monthly review can surface newly relevant prospects before your next event list is due.
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
Event lists become stale as prospect research changes and new people emerge.
- Refresh the selected audience before event planning.
- Avoid adding every newly researched prospect.
- Report missing information for manual resolution.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ClickMeeting once in Notis.
- 2Create an automation to review supplied research and create contacts only for selected upcoming event prospects with complete details.
- 3Choose a monthly schedule trigger.
- 4Select the run report destination.
- 5Test on one small group of prospects and inspect the contacts.
Questions about this workflow
Does ClickMeeting deduplicate contacts automatically?
Do not assume deduplication behavior. Instruct Notis to check the available context and report possible duplicates before creation.
Does it update existing contacts?
No. This workflow uses Create Contact. It should avoid creating a record when the existing-contact status is uncertain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clickmeeting. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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