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Notis

Get attendee details before you reach out

When one attendee needs a thoughtful next step, retrieve their session details and connect them to the Affinity contact you name.

Trigger

Webhook received

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

Action

Get Session Attendee Details

Why this helps

Following up without checking attendance context can mean missing the right conversation moment.

  • Check one attendee's session details before outreach.
  • Keep the follow-up tied to the appropriate Affinity contact or deal.
  • Avoid manually navigating attendance records.

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 attendee lookup.
  • 3In one instruction, identify the Affinity contact or deal and provide the conference, session, and attendee details needed for lookup.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one attendee whose session identifiers are confirmed.

Questions about this workflow

Can this identify an attendee from an email alone?

The action requires conference, session, and attendee identifiers. Include the needed identifiers in the request.

Will it send a follow-up message?

No. It retrieves details to inform your follow-up decision.

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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