Get invoice reviewers into the right briefing
When an invoice needs a group decision, register the named reviewers for the conference already set up for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Register Participant
Registers a participant for a conference room.
Why this helps
Even after a review meeting exists, organizers can lose time finding the invoice stakeholders and registering them.
- Register people identified in an invoice review request.
- Connect a document review to a specific existing conference.
- Avoid a separate manual registration pass.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to register the named invoice reviewers for the existing ClickMeeting conference identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request that includes a valid conference and reviewer details.
Questions about this workflow
Does this create a conference too?
No. It registers participants for an existing conference. Provide its valid room identifier in the incoming request.
Can it determine who the reviewers are from an invoice?
Only if reviewer information is included in the data supplied to the automation. Invoice details alone may not identify the right people.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Clickmeeting. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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