Turn Zoom meeting summaries into Affinity person context
Get the right Affinity context while the meeting is still fresh.
Trigger
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
Action
Get a single person
Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
Why this helps
Important relationship details are scattered across meeting summaries and CRM records.
- Reduce post meeting research
- Surface known relationship details quickly
- Create a consistent follow up brief
Setup
Build it in a few focused steps.
- 1Connect Zoom and Affinity in Notis once.
- 2Create an automation and describe the context brief you want.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose a report channel and test with one real summary.
Questions about this workflow
Does this create or edit Affinity records?
No. It retrieves person data from Affinity and reports the result.
What if no person match is found?
Ask Notis to flag the missing match and include the available meeting details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Affinity. A trigger fires from one place; an action lands in another.
Zoom triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
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
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
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
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
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
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
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
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Zoom and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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