Keep deal ownership context current
Reflect people and role changes in the deal records that depend on them.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
User profile and role changes can make deal ownership records inaccurate.
- Reduces stale ownership data
- Surfaces role changes quickly
- Keeps contact context usable
Setup
Build it in a few focused steps.
- 1Connect Zoom and Api labz in Notis once.
- 2Create an automation describing how user changes should affect deal records.
- 3Tell Notis to prepare and integrate updated deal records when relevant Zoom user information changes.
- 4Select User Information Changed as the trigger.
- 5Choose report delivery and test with one changed user.
Questions about this workflow
Which user changes matter?
Zoom can report profile, role, department, job title, location, contact, timezone, and status changes.
Can it update every deal?
Ask Notis to update only deal records it can confidently associate with the changed user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Api labz. A trigger fires from one place; an action lands in another.
Zoom triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
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Meeting Details Changed
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Meeting Recording Changed
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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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Connect any two apps with Notis in the middle.
Zoom and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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