Get session reports into your follow-up flow
Bring session analytics into the next step of Salesforce related follow-up with a ClickMeeting PDF report.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Session report retrieval can be forgotten when the team is focused on closing out follow-up tasks.
- Make session analytics easier to retrieve
- Reduce manual report chasing
- Support better informed follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which completed tasks should generate a PDF report and identify the ClickMeeting session.
- 4Pick the Salesforce Task Created or Completed trigger and choose where reports go.
- 5Test with one real completed task and a valid session, then review the report.
Questions about this workflow
What details are needed to generate the PDF?
The action requires a specific ClickMeeting session. Include its session details in your instruction or trigger context.
Does this send the PDF to a customer?
The action generates a PDF report. Sharing or emailing it requires a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Clickmeeting. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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