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    How to automate ClickMeeting workflow

    How to automate ClickMeeting workflow
    6/2/2022
    ·
    2 min. read

    Before creating an automation scenario, connect the app to Albato.

    In this article you will find a connection guide.

    How to send data to ClickMeeting

    Let’s consider an example of transferring your amoCRM data to ClickMeeting.

    First, you will need to create an automation scenario with these apps. It is an automation scenario for transferring data between systems connected to Albato.

    Open the Automations tab and click the New button.

    Select:

    • sending app - amoCRM.
    • trigger to start the scenario - New contact created
    • your connection

    Click the Continue button.

    Screenshot 2022-06-01 at 17.05.25.png

    Next, select:

    • receiving app - ClickMeeting
    • action to perform in receiving app - New contact
    • your connection

    Screenshot 2022-06-01 at 17.04.35.png

    The next step is to fill in the fields. You can fill in any fields according to your needs.

    Screenshot 2022-06-02 at 14.41.46.png

    The automation is ready! You can start it now.

    Screenshot 2022-06-01 at 17.06.35.png

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