Turn a qualified lead into a webinar registrant
When your team marks a lead ready through an intake request, Notis can handle the ClickMeeting registration step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Register Participant
Registers a participant for a conference room.
Why this helps
A promising lead can miss a relevant webinar while someone is moving between CRM and event tools.
- Make registration part of an existing lead handoff.
- Cut the delay between qualification and webinar enrollment.
- Keep the conference identifier and contact context in the 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 register the eligible contact for the conference identified in the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and a valid conference room id.
Questions about this workflow
What information must the webhook provide?
Provide enough context to identify the contact, confirm eligibility and specify a valid conference room id.
Does Agile CRM trigger this automatically?
No Agile CRM trigger events are listed here. The workflow starts when an HTTP request reaches the Notis webhook.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickmeeting.