Move a qualified Affinity deal into an investor webinar
When a deal is ready for a live briefing, tell Notis what to schedule and let it create the ClickMeeting room.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conference
Create a conference to schedule or start a meeting or webinar.
Why this helps
Creating a webinar means switching away from the deal, rebuilding its context, and risking a missed follow-up.
- Keep webinar creation close to the deal decision.
- Reduce manual copying between your pipeline and event setup.
- Get a run report after the room is created.
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 it.
- 3In one instruction, describe the deal context to use and the webinar details to create; supply any timing or audience details that Affinity does not provide.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal request and confirm the created room details.
Questions about this workflow
Does Affinity start this automatically when a deal changes?
Affinity has no listed trigger events here. Start this workflow with a Notis webhook request when you decide a deal is ready.
Can Notis infer the webinar date and duration?
Only if those details are present in the returned data or included in your instruction. Provide missing scheduling details in the 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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