Prepare classifications after webinar participation
Keep accounting preparation close to the audience activity that drives it.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
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.
Why this helps
Accounting categories are often searched after a campaign ends, when context and ownership are less clear.
- Surfaces classifications while the offer context is fresh
- Supports consistent accounting preparation
- Creates a focused report for finance review
Setup
Build it in a few focused steps.
- 1Connect Zoom and Altoviz in Notis once.
- 2Create an automation named Prepare classifications for webinar activity.
- 3Tell Notis to retrieve relevant classifications and explain which ones may fit the webinar offer, using the participant context supplied.
- 4Pick New Webinar Participant as the trigger and choose where reports go.
- 5Test with one participant event for a defined offer.
Questions about this workflow
Does participant activity contain accounting data?
No. The workflow uses it as timing and context, while the classifications come from Altoviz.
Can it pick one classification?
Ask it to recommend one only when your prompt supplies the accounting rule.
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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