Get the right contacts ready for your next webinar
Let Notis prepare attendee contacts on a schedule so webinar follow-up does not depend on a last-minute list export.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Add a contact or pre-register an attendee.
Why this helps
Copying contact details into webinar tools is easy to postpone and easy to get wrong.
- Prepare contacts ahead of invitation work.
- Reduce list exports and repetitive entry.
- Review the run report to spot contacts needing attention.
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 contacts to review and to create ClickMeeting contacts for the agreed audience.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and check the ClickMeeting result.
Questions about this workflow
Does this action register someone for a specific conference?
No. Create Contact adds a contact to the ClickMeeting account. Register Participant is a separate action and needs a conference room id.
How does Notis know which contacts to include?
State the audience or eligibility rule in your instruction. Do not rely on an unlisted Agile CRM event or an assumed field mapping.
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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No card. Works with personal or business Clickmeeting.