Spot deal briefings that need webinar follow-up
Have Notis check your specified active deals and current ClickMeeting rooms on a schedule, then surface rooms or follow-ups to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conferences
Lists conference rooms by their status.
Why this helps
A webinar plan can drift out of sync with a live deal when room details and pipeline context are checked separately.
- Bring deal context and room listings into one review.
- Surface possible missing webinar follow-up for your attention.
- Create a repeatable review without manual app hopping.
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 review.
- 3In one instruction, specify which Affinity deals to review, ask Notis to retrieve ClickMeeting conferences, and state what discrepancies to report.
- 4Choose a recurring schedule and select a run report destination.
- 5Test with one real set of deals and conference rooms.
Questions about this workflow
Will this workflow create or change rooms?
No. It retrieves conference listings for review and reports findings.
Can it know a room is missing for a deal?
Only if your instruction and available deal data establish which deals should have rooms. Otherwise, Notis can report the data it found without assuming a baseline.
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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