Get the details you need for session follow-up
Bring session timing, attendance and recording information into a concise report when you need to decide what happens next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Session Details
Retrieves attendance statistics and participant details for a past conference session.
Why this helps
Post-event follow-up slows down when key session details require a separate manual lookup.
- Collect session context for follow-up decisions.
- Reduce tool switching after an event.
- Use a specific conference and session lookup.
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 details for the specified conference session and summarize returned timing, attendance and recording information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real session and verify the summary against ClickMeeting.
Questions about this workflow
Does this retrieve the full attendee list?
No. It retrieves session details. Use Get Session Attendees when you need a participant list.
Can it report information that ClickMeeting does not return?
No. The summary should stick to returned details and identify anything missing.
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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