Retrieve ClickMeeting chats from Outlook email
Find the relevant ClickMeeting chat history without leaving the inbox where the request arrived.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Chats
Tool to retrieve a list of all chat sessions. use when you need to list available chats in your account.
Why this helps
Chat records are easy to overlook when a follow up request arrives in a different tool.
- Find chat records faster
- Support follow up and review
- Reduce tool switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and ClickMeeting in Notis once.
- 2Create an automation that retrieves ClickMeeting chats when a qualifying new message asks for chat history.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real chat history request.
Questions about this workflow
Can it retrieve messages from one chat?
Use the returned chat list to identify the relevant chat, then use a follow up workflow for its details.
What if the message lacks a date or topic?
Notis can report that more context is needed to identify the correct chat.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clickmeeting. A trigger fires from one place; an action lands in another.
Outlook triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
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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.
New Contact Added
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Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Recording
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New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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