Register an investor without leaving the deal workflow
Ask Notis to register the right investor for a known ClickMeeting room, with the relevant attendee details included.
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
A promising conversation can turn into missed attendance when registration is a separate manual task.
- Keep registration tied to your outreach decision.
- Avoid re-entering attendee details by hand.
- Use a known room ID to register the intended participant.
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 give it a clear name.
- 3Write one instruction asking Notis to find the intended Affinity contact and register them for the specified ClickMeeting room.
- 4Choose a webhook trigger and select a run report destination.
- 5Test with one real contact and a valid conference room ID.
Questions about this workflow
Does this workflow create the conference too?
No. It uses the Register Participant action for a room that already exists. Create or provide a valid room first.
Can registration happen from an Affinity event?
No Affinity trigger events are listed. Start it with a Notis webhook request.
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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