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Bring organization context into participant follow-up

Know which organization context matters before follow-up begins.

Trigger

New Meeting Participant

Triggers when a new participant appears in a past meeting's participant report.

Action

Get Organizations

Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.

Why this helps

New participants can change accountability, but organization details are often checked too late.

  • Improves stakeholder context
  • Reduces repeated organization searches
  • Supports clearer follow-up

Setup

Build it in a few focused steps.

  • 1Connect Zoom and 21risk in Notis once.
  • 2Create an automation describing the organization context to retrieve.
  • 3Choose New Meeting Participant as the trigger.
  • 4Pick a report channel and test with one participant event.

Questions about this workflow

Can it identify an organization from an email?

It can analyze retrieved organizations against the participant context you provide or that the event supplies.

Does it invite the participant anywhere?

No. This workflow only retrieves organization data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to 21risk. A trigger fires from one place; an action lands in another.

Zoom triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Items (BETA)

Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).

ActionInstant

Daily Usage Report Changed

Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed

TriggerPolling

Get Items Per Month

Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).

ActionInstant

Meeting Details Changed

Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates

TriggerPolling

Get Organizations

Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.

ActionInstant

Meeting Recording Changed

Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files

TriggerPolling

Get Properties

Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.

ActionInstant

Meeting Summary Created or Updated

Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting

TriggerPolling

Get Reports

Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Get RiskModel Categories

Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Get Risk Models

Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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