Send a timely session invitation from your pipeline
A deal reaches the right stage; Notis can take care of sending the invitation to your chosen ClickMeeting session.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Invitation
Tool to send invitation emails to a clickmeeting conference. use after scheduling a conference to invite participants by email.
Why this helps
Follow-up invitations are easy to miss when a deal update and webinar planning happen in separate tools.
- Reduce missed invitations after a deal milestone
- Keep sales follow-up moving in the same workflow
- Avoid manually switching from the CRM to ClickMeeting
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickMeeting once in the Notis portal.
- 2Create an automation and name the deal invitation workflow.
- 3Tell Notis which deal update should prompt an invitation and provide the ClickMeeting conference identifier.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and check the invitation details.
Questions about this workflow
What must I provide for the invite?
Specify the ClickMeeting conference and the intended recipient or source of recipient details in your instruction.
Will every deal update send an invite?
State the relevant stage or circumstance in your instruction, then review a real test run.
Is the conference created by this workflow?
This workflow sends an invitation for a specified conference. Create or identify that conference separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clickmeeting. A trigger fires from one place; an action lands in another.
Hubspot triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.
Contact Created Trigger
Contact Created Trigger
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Recording
Tool to delete a specific recording for a conference room. use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids. deletion is irreversible.
Delete Recordings
Tool to delete all recordings for a conference room. use when you need to clear all saved recordings for a specific conference before archiving or reusing it.
Generate Autologin URL
Tool to generate an autologin url for a conference participant. use when you need to provide direct access to a conference room without separate login.
Generate Session PDF Report
Tool to generate a pdf report for a specific session. use when you need to download session analytics as a pdf file.
Get Chat Details
Tool to retrieve details of a specific chat session. use when you have the chat id and need its metadata and messages.
Connect any two apps with Notis in the middle.
Hubspot and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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