See your webinar schedule without hunting for it
A scheduled room review can bring upcoming ClickMeeting sessions into a single report for your planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conferences
Lists conference rooms by their status.
Why this helps
Upcoming webinars are easy to overlook when event details are scattered across tools and calendars.
- Bring conference information into a repeatable review.
- Reduce context switching during weekly planning.
- Use the report to identify details that need human 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 to retrieve conferences and summarize the upcoming rooms relevant to your planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does this update Agile CRM?
No. The listed action retrieves ClickMeeting conferences. Notis can summarize returned information in its run report.
Can it compare against a planning baseline?
Only if you provide that baseline in the instruction or available input. This action does not supply a separate historical baseline.
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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