Make webinar invitations part of contact creation
New contacts can receive a Demio registration as soon as they enter Salesforce, with a unique link ready for follow-up.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Demio Create Join Link
Tool to register an attendee and obtain their unique Demio join link. Use after confirming a valid event_id.
Why this helps
When contacts are added during busy periods, webinar invitations are easy to overlook or send late.
- Create a registration when a contact is first added.
- Return a unique join link for the contact.
- Keep the invitation step close to contact intake.
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 give it a clear name.
- 3Tell Notis to register each new contact for your specified Demio event and return the join link; include a valid event ID.
- 4Pick the New Contact trigger and choose a run report destination.
- 5Test with one real contact and check the Demio registration result.
Questions about this workflow
Is this different from the new lead workflow?
Yes. This workflow starts when Salesforce creates a Contact record; the other starts when Salesforce creates a Lead.
Can I use a Demio event ID?
Yes. Include the valid event ID for the session you want contacts registered for.
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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