Update customer context after a Zoom webinar change
Keep customer records aligned as webinar commitments evolve.
Trigger
Webinar Details Changed
Triggers when a Zoom webinar's details change. Detects changes such as: - Topic updates - Start time changes - Agenda modifications - Duration changes - Settings updates (host video, registration type, audio options, etc.) - Status changes - Occurrence updates for recurring webinars - Recurrence pattern changes
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
Schedule and agenda changes can reveal new customer details that never make it into the billing record.
- Links event changes to the relevant customer record
- Updates only information confirmed by the event context
- Creates an auditable report of the change
Setup
Build it in a few focused steps.
- 1Connect Zoom and Altoviz in Notis once.
- 2Create an automation named Update customer after webinar change.
- 3Tell Notis to identify the associated customer and update only confirmed customer information from the changed webinar details.
- 4Pick Webinar Details Changed as the trigger and choose where reports go.
- 5Test with one webinar whose customer is known.
Questions about this workflow
What counts as confirmed information?
Use details explicitly present in the changed webinar data or supplied in your prompt.
What if the webinar is not tied to a customer?
The automation can report that no safe customer match was found.
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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