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Notis

See which invited investors still need attention

Ask Notis to review the registration list for a known room against your specified Affinity outreach context and summarize follow-up needs.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Registrations

Retrieves registrations for a conference room by status.

Why this helps

Without a quick cross-check, it is hard to see which key contacts have not registered.

  • Review registration status alongside the outreach context.
  • Spot selected contacts who may need follow-up.
  • Make a repeatable attendee review easier to complete.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and ClickMeeting once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the registration review.
  • 3In one instruction, identify the Affinity contacts to compare, the ClickMeeting conference, and the follow-up summary you want.
  • 4Choose a recurring schedule and select a run report destination.
  • 5Test with one real conference and a known outreach set.

Questions about this workflow

Can it determine who was invited if that history is not available?

No. Provide the outreach list or another reliable baseline in the instruction if the apps do not expose it.

Does this action send reminders?

No. It retrieves registrations by status for review. Invitation workflows use a separate ClickMeeting action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Clickmeeting. A trigger fires from one place; an action lands in another.

Affinity triggers

Clickmeeting actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Conference

Create a conference to schedule or start a meeting or webinar.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Access Tokens

Generates access tokens for participants when a conference room uses token protection.

ActionInstant

Create Contact

Add a contact or pre-register an attendee.

ActionInstant

Delete Conference

Delete a conference.

ActionInstant

Delete Recording

Permanently deletes a conference recording; it cannot be recovered.

ActionInstant

Delete Recordings

Deletes all recordings for a conference room.

ActionInstant

Delete File

ActionInstant

Generate Autologin URL

Creates a time-sensitive link for a participant to access a conference room directly.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Clickmeeting, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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