Place new meeting research in the right Agenty project
Choose a research home before the meeting work starts spreading.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get all projects
Tool to retrieve all projects under an account. use after authentication when you need to list projects with pagination and sorting.
Why this helps
New meetings create one off research that is hard to find later.
- Reduces project sprawl
- Improves discoverability
- Supports consistent meeting planning
Setup
Build it in a few focused steps.
- 1Connect Zoom and Agenty once.
- 2Create an automation that fetches Agenty projects and recommends the best match for the new meeting.
- 3Pick New Meeting Created as the trigger.
- 4Choose where reports go and test with one new meeting.
Questions about this workflow
Does it create a project if none fits?
Ask Notis to report that no suitable project exists, or instruct it to create one with the Create Project action.
What matching information is used?
The meeting topic, agenda, and available project names or descriptions can guide the recommendation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Agenty. A trigger fires from one place; an action lands in another.
Zoom triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
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 Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
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
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
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
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
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 Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Zoom and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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