Know who is registered before you follow up
Ask for a current registration check when you are preparing outreach, instead of relying on an old attendee export.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Registrations By Status
Lists conference registrations filtered by their status.
Why this helps
Follow-up based on stale registration information can waste time and miss people who still need help.
- Base follow-up on current registration records.
- Reduce time spent finding the right attendee view.
- Use a specific conference and status in each request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve registrations for the specified conference and status, then summarize the result for follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real conference and confirm the returned status is actionable.
Questions about this workflow
Does this send messages to registrants?
No. It retrieves registrations by status so you can review the result and decide on follow-up.
What should the request identify?
Provide a valid conference identifier and the registration status you want to retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clickmeeting. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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