Keep webinar session dates close to active opportunities
When an opportunity changes, Notis can check the schedule for the Demio event you specify and report its available session dates.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Finding a current session date can interrupt opportunity work and make it harder to share a timely option.
- Surface the selected event's scheduled dates when an opportunity changes.
- Keep the session schedule in the run report for quick reference.
- Avoid reopening Demio to check dates during opportunity follow-up.
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 retrieve and summarize the scheduled dates for your specified Demio event when an opportunity changes; include its valid event ID.
- 4Pick the New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity change and review the returned dates.
Questions about this workflow
Does this create or update an opportunity?
No. The Salesforce opportunity is the trigger. The workflow retrieves scheduled dates for the Demio event you identify.
What information must I provide?
Specify a valid Demio event ID so Notis can look up its dates.
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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