Keep Altoviz customer records current from Zoom
Let participant activity surface customer details that need attention.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Why this helps
Customer records drift when new contact information appears in meeting reports but nobody remembers to update billing records.
- Captures newly observed customer details
- Reduces stale billing records
- Creates a reviewable update report
Setup
Build it in a few focused steps.
- 1Connect Zoom and Altoviz in Notis once.
- 2Create an automation named Refresh customer details from participants.
- 3Tell Notis to identify the matching customer and update only the confirmed information from the participant report.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one participant report containing a known customer.
Questions about this workflow
Will it overwrite unknown fields?
Tell Notis to update only fields explicitly confirmed by the Zoom participant data.
What if no customer matches?
The report can flag the participant for manual review instead of making an update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Altoviz. A trigger fires from one place; an action lands in another.
Zoom triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Product
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
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
Find Contact by Email
This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.
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
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
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
Find Product by Number
This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.
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 Classifications List
This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Units List
This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get VAT Rates
This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
Connect any two apps with Notis in the middle.
Zoom and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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