Include webinar survey feedback in deal follow-up
Have Notis retrieve surveys for a session you specify and bring the available feedback into the deal review routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Session Surveys
Lists surveys conducted during a conference session.
Why this helps
Post-event feedback often sits outside the deal workflow and gets missed during follow-up.
- Make feedback review part of a recurring process.
- Bring survey context into deal follow-up.
- Reduce manual work after the event.
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 survey review.
- 3In one instruction, identify the Affinity deal and ClickMeeting conference and session, then ask Notis to retrieve surveys and summarize available feedback.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one completed session that has survey data.
Questions about this workflow
Does this provide survey responses?
It retrieves the surveys for a session. Use the survey details action with a survey ID when you need details for one specific survey.
Can it run before the session is complete?
It can run on your chosen schedule, but it can only report survey data returned by ClickMeeting at that time.
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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