Have session analytics ready when you need them
Set a recurring reminder for Notis to generate the PDF report for the ClickMeeting session you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Finding time to pull session analytics after an event can push useful review and follow-up aside.
- Make session reporting a recurring task
- Reduce the chance of forgetting post-session analytics
- Keep a report ready for review on your chosen cadence
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting in the Notis portal.
- 2Create an automation and name the session report workflow.
- 3Tell Notis which session report to generate and how often to run it.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Test with one real session and confirm the PDF report is generated.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it.
How does Notis know which session to report on?
Specify the ClickMeeting session in your instruction or provide it through context available to the automation.
Can it report on any future session automatically?
Only if the relevant session identifier is available to the automation. Otherwise specify the session to report on.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickmeeting.