Send the webinar invite without another list handoff
Set the audience and event context in your instruction, then let Notis send the invitations on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Invitation
Send invitation emails to conference participants.
Why this helps
Inviting a campaign audience can stall when the CRM list and webinar room live in separate places.
- Reduce manual list handling before an event.
- Make scheduled invitation work easier to repeat.
- Review invitation runs in your chosen report channel.
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 which CRM audience to invite and identify the confirmed ClickMeeting conference.
- 4Pick a schedule and choose where run reports should go.
- 5Test with one real conference and a small, approved audience.
Questions about this workflow
Does this create the conference too?
No. This workflow sends invitations to a ClickMeeting conference that already exists.
Can the workflow decide who belongs to the audience?
Describe the audience criteria in your instruction and confirm the intended recipients during testing.
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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