Bring webinar attendance into post-task follow-up
After a Salesforce task is completed, Notis can retrieve participants for your selected Demio session and summarize the list in a run 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
List Event Date Participants
Tool to list participants for a specific event date. Use after scheduling an event session to retrieve attendees.
Why this helps
Webinar attendance can sit in a separate tool while you are trying to finish follow-up work.
- Retrieve participants for a specified Demio event date after a task completes.
- Put the attendee list in the run report for follow-up review.
- Reduce context switching between CRM follow-up and webinar attendance.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Demio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list and summarize participants for your specified Demio event date after a task completes; provide the event and date details.
- 4Pick the Task Created or Completed trigger and choose where run reports go.
- 5Test by completing one real Salesforce task and review the participant results.
Questions about this workflow
Can the participant lookup find the session date by itself?
No. The action lists participants for a specific event date, so provide the event and date details in your instruction.
Does this mark attendees or tasks in Salesforce?
No. The supported Demio action returns the participant list for review; it does not update Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Demio. A trigger fires from one place; an action lands in another.
Salesforce triggers
Demio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Demio Create Join Link
Tool to register an attendee and obtain their unique Demio join link. Use after confirming a valid event_id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Demio: Get Event by ID
Tool to retrieve event details by ID. Use when you need the full metadata for a specific Demio 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.
List Event Date Participants
Tool to list participants for a specific event date. Use after scheduling an event session to retrieve attendees.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Event Dates
Tool to list all scheduled session dates for a given Demio event. Use when you need the session schedule by event ID.
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.
List Demio Events
Tool to retrieve a list of Demio events. Use when you need to fetch events optionally filtered by type or paginated.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Demio API Ping
Tool to perform a health check on the Demio API. Use to verify the API is reachable before other calls.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Demio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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