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Notis

Turn Zoom participants into a research list

Keep promising contacts visible after the meeting ends.

Trigger

New Meeting Participant

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

Action

Create List

Tool to create a new list. use after preparing the list name and optional description. example: "create a list named 'contacts' with description 'potential leads'."

Why this helps

Participant names and details disappear into meeting history before follow up begins.

  • Preserves participant context
  • Creates a follow up queue
  • Reduces copying from meeting reports

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Agenty in Notis.
  • 2Create an automation that creates or selects the approved Agenty list and adds participant context.
  • 3Pick New Meeting Participant as the trigger.
  • 4Choose run reports and test with one past meeting participant.

Questions about this workflow

Does this enrich contact data automatically?

Only if you also instruct Notis to use an Agenty agent or available source; Zoom alone supplies the participant record.

Can it avoid duplicates?

Ask Notis to check the existing list before adding a participant when the available list data supports that check.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.

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 Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

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

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.

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

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.

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 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.

ActionInstant

New Cloud Recording

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

TriggerPolling

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."

ActionInstant

New Meeting Created

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

TriggerPolling

Create API Key

Tool to create a new api key. use when you need to provision access credentials for the api.

ActionInstant

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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