Keep webinar prospect contacts prepared
A short recurring review can keep your event audience ready without rebuilding the list from scratch.
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
Webinar teams lose time preparing contact records just before an event.
- Prepare selected prospects ahead of event promotion.
- Avoid creating contacts from every researched lead indiscriminately.
- Get a report of skipped records and missing information.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ClickMeeting once in Notis.
- 2Create an automation to review supplied prospect context and create contacts only for the selected upcoming webinar audience.
- 3Choose a recurring schedule trigger.
- 4Choose a report channel.
- 5Test using a small real prospect group and inspect the contacts.
Questions about this workflow
Will this copy every Aeroleads lead?
No. The prompt should define which prospects belong to the upcoming webinar audience and skip the rest.
Does this send invitations?
No. It creates contacts. Invitation sending is a separate ClickMeeting action.
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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