Turn new Salesforce leads into webinar registrants
When a new lead arrives, Notis can register them for your selected Demio event and return their unique join link.
Trigger
New Lead Trigger
Triggers when a new Lead 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
New leads can wait too long for an invitation while you switch between Salesforce and Demio.
- Start webinar follow-up as soon as a lead is created.
- Keep registration and the attendee's join link together in the run report.
- Reduce manual copying between Salesforce and Demio.
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 register each new lead for your chosen Demio event and return the join link; provide a valid event ID.
- 4Pick the New Lead trigger and choose where run reports go.
- 5Test with one real lead and confirm the registration and join link.
Questions about this workflow
What does this workflow do?
It uses Demio's Create Join Link action to register the new lead for the event you specify and return a unique join link.
What do I need before setting it up?
Connect both apps and provide a valid Demio event ID in your instruction.
Does it choose an event automatically?
No. Specify the Demio event you want new leads to join.
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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