Keep ClickMeeting contacts current as prospects change
Reduce duplicate entry when candidate contact details or status are updated.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
Recruiting data changes in Workday can leave webinar contacts incomplete or outdated.
- Keeps contact records usable
- Reduces duplicate data entry
- Supports timely outreach
Setup
Build it in a few focused steps.
- 1Connect Workday and ClickMeeting in Notis once.
- 2Create an automation asking Notis to create a ClickMeeting contact from each relevant prospect profile update.
- 3Pick Prospect Profile Changed as the trigger.
- 4Choose a report channel and test with one profile change.
Questions about this workflow
Can Notis avoid duplicate contacts?
Ask it to check existing ClickMeeting contacts before creating a new one.
Which changes should count as relevant?
Specify fields such as email, status, source, or level in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Clickmeeting. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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 Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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