Create Salesforce follow-up tasks from webinar attendance
After a webinar, send attendance details to Notis and create Salesforce tasks that keep the next step visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Post-webinar follow-up can slip when attendance lists and action items live in separate places.
- Create follow-up tasks from attendee information.
- Keep the webinar and attendee context with each task.
- Make next steps easier to find in Salesforce.
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which attendees need a Salesforce task and what webinar context the task should include.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real attendee record sent through the webhook.
Questions about this workflow
What starts the automation?
A Notis webhook starts it. Send attendee details and any context needed to decide whether a task is appropriate.
Can the task include a due date or owner?
Include the desired due date or owner in the webhook data or your instruction. Salesforce may require valid values for those fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Salesforce. A trigger fires from one place; an action lands in another.
Clickmeeting triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Clickmeeting and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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