Turn a key deal stage into a scheduled session
When a deal reaches the moment for a live walkthrough, have Notis start creating the ClickMeeting session.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Why this helps
Sales teams can lose momentum when scheduling a product walkthrough requires a separate round of admin and context switching.
- Start session setup when a deal reaches a meaningful milestone
- Reduce delays between sales progress and a live walkthrough
- Use a consistent session instruction for eligible deals
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickMeeting once in the Notis portal.
- 2Create an automation and name the sales session workflow.
- 3Tell Notis when to create a ClickMeeting conference and provide the required session details, such as title and schedule.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the created conference.
Questions about this workflow
Does a deal update provide the session schedule?
Not necessarily. Include the schedule and other required conference details in your instruction or the available deal context.
Can this create a conference for every stage change?
Specify the stage and situation that should lead to conference creation in your instruction.
What should I check in the test?
Confirm that the created ClickMeeting conference has the intended title, schedule, and other details.
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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