Scan Agiled deals after Zoom participant changes
Use attendee signals to decide where pipeline attention belongs.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Participant activity is visible in Zoom but disconnected from sales follow-up.
- Connect attendance to pipeline context
- Focus follow-up research
- Reduce manual CRM searching
Setup
Build it in a few focused steps.
- 1Connect Zoom and Agiled in Notis once.
- 2Create an automation named Participant deal scan.
- 3Tell Notis to retrieve Agiled deals and summarize possible relevant records when a new participant appears.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one participant event.
Questions about this workflow
Will it identify a deal with certainty?
It can summarize likely matches from available data, but you should review ambiguous matches before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Agiled. A trigger fires from one place; an action lands in another.
Zoom triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
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
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
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
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
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 Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
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 Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Zoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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