Create Salesforce contacts from qualified webinar attendees
Send qualified attendee details to Notis and create a Salesforce contact when the information is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Teams can lose promising attendee details when qualification and CRM entry happen in separate steps.
- Create contacts for attendees who meet your stated criteria.
- Keep webinar context available for future conversations.
- Avoid creating contacts when required details are missing.
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 the qualification criteria and the contact details to use when creating a Salesforce contact.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real qualified attendee whose required contact information is available.
Questions about this workflow
What information is needed to create a contact?
Provide the attendee details required by your Salesforce setup, including a last name. If associating an account, provide a valid existing account reference.
Can the workflow screen out unqualified attendees?
Yes. State the criteria in the instruction and include the relevant attendee information in the webhook request.
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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