Bring webinar chat context into investor follow-up
Ask Notis to find available ClickMeeting chats and summarize the relevant context for the Affinity contact or deal you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Chats
Lists the chat sessions in your account.
Why this helps
Useful questions from a webinar chat can disappear into another tool before investor follow-up happens.
- Bring chat context into a focused contact follow-up.
- Reduce time spent searching through webinar activity.
- Keep the requested contact or deal explicit.
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 chat follow-up helper.
- 3In one instruction, identify the Affinity contact or deal and ask Notis to retrieve ClickMeeting chats and summarize relevant results.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact and a known chat listing.
Questions about this workflow
Does this fetch the messages from every chat?
It retrieves a list of chat sessions. Use the chat details action when you have a specific chat ID and need its messages.
Can it match chats to a contact automatically?
Only when the returned chat data or the request provides enough information to make the match.
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.
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.
Affinity and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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