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Notis

Review Affinda workspace access after Zoom user changes

Role or department changed in Zoom? Pull the current Affinda memberships for review.

Trigger

User Information Changed

Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)

Action

Get Workspace Memberships

Tool to list all workspace memberships for the authenticated user. use when you need to see roles and access across all workspaces.

Why this helps

Access reviews are easy to miss when role changes happen in a separate system.

  • Prompt timely access checks
  • Reduce stale workspace access
  • Keep identity changes visible

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Affinda in Notis.
  • 2Create an automation for user change access reviews.
  • 3Tell Notis to retrieve Affinda workspace memberships for the changed user and summarize possible review points.
  • 4Pick User Information Changed as the trigger and choose a report channel.
  • 5Test with one user profile change.

Questions about this workflow

Does this revoke access automatically?

No. It retrieves memberships for review; a separate action is needed to remove access.

Which Zoom changes matter?

Role, department, contact, status, and other user information changes can start the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Affinda actions

Recurring trigger

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

TriggerScheduled

Batch Update Annotations

Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Collection

Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.

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

Create Document

Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.

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

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

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

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

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

Create Tag

Tool to create a new tag. use when you need to label documents in a specific workspace.

ActionInstant

New Cloud Recording

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

TriggerPolling

Create Validation Result

Tool to create a validation result. use when recording validation outcomes for a document after parsing.

ActionInstant

New Meeting Created

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

TriggerPolling

Create Workspace

Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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