Keep opportunity stakeholders ready for event outreach
Make the people involved in an opportunity easier to reach for demos, webinars, and customer sessions.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Opportunity stakeholders can be scattered across CRM details when it is time to organize an event.
- Reduce manual contact preparation
- Make stakeholder outreach easier to organize
- Support demos and webinars tied to opportunities
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 to create ClickMeeting contacts for relevant people included in opportunity event details.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose a report channel.
- 5Test with one real opportunity event and review the contacts created.
Questions about this workflow
Does the opportunity event always include stakeholder contact details?
Use only the details supplied in the event. If the event does not include the people and contact information you need, provide those details separately.
Does this register stakeholders for a session?
No. It creates ClickMeeting contacts. Registration requires a conference room id and a separate action.
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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