Bring webinar surveys into your post-event routine
Give feedback review a clear place in your process by checking for surveys after each session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Session Surveys
Lists surveys conducted during a conference session.
Why this helps
Post-webinar feedback often waits behind the next urgent task unless someone remembers to go look for it.
- Make survey review a routine part of event closeout.
- Find available session surveys without searching manually.
- Give the team a clear review handoff.
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 surveys for the specified completed session and summarize what is available.
- 4Pick a schedule and choose where run reports should go.
- 5Test with one real session that has surveys.
Questions about this workflow
Does this retrieve survey answers?
This action retrieves the list of surveys. Use Get Session Survey Details to retrieve details for a specific survey.
What identifiers do I need?
Provide the conference and session identifiers for the survey lookup.
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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