Invite new Zendesk users to a ClickMeeting orientation
Give new users a clear next step from day one.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send Invitation
Tool to send invitation emails to a clickmeeting conference. use after scheduling a conference to invite participants by email.
Why this helps
Orientation invitations are easy to miss during busy onboarding work.
- Make onboarding more consistent
- Reduce missed orientation invites
- Create a smoother first experience
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ClickMeeting in Notis once.
- 2Create an automation and describe which new users should receive the orientation invite.
- 3Tell Notis to send a ClickMeeting invitation to qualifying new users.
- 4Pick New User Created as the trigger.
- 5Choose a report channel, then test with one new user.
Questions about this workflow
Does the orientation conference need to exist?
Yes. Provide the existing ClickMeeting conference identifier.
Can users be excluded by profile?
Yes. Describe the profile conditions in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clickmeeting. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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 use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids.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.
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.
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.
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.
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.
Zendesk and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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