Schedule renewal education webinars
Give policyholders a timely place to understand renewal changes and ask questions.
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
Renewal education is easy to delay when the meeting setup becomes another manual task during a busy period.
- Create a dedicated room for a renewal education webinar.
- Use the scheduling context already provided in the request.
- Make proactive policyholder education easier to arrange.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Clickmeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clickmeeting conference when an Agencyzoom request calls for renewal education, using the provided schedule and audience.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real renewal education request.
Questions about this workflow
Can this determine which clients are up for renewal?
No Agencyzoom trigger events or data fields are listed here. The request must identify the renewal education need and audience.
Can it schedule without a supplied time?
No. Include the intended schedule in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clickmeeting. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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