Move contacts forward from clear meeting outcomes
Let each conversation outcome update the sales stage it belongs in.
Trigger
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
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Sales stages stay stale because meeting outcomes are written down but not applied.
- Keep stages current
- Make next actions easier to see
- Reduce manual CRM updates
Setup
Build it in a few focused steps.
- 1Connect Zoom and Apollo in Notis once.
- 2Create an automation defining outcome signals and the corresponding Apollo contact stages.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose a report channel and test with one summary.
Questions about this workflow
Can the workflow avoid moving contacts backward?
Yes. Tell Notis to advance only when the summary meets your stated criteria.
Do I need Apollo stage ids?
Use valid Apollo contact stages and provide enough context for the selected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Apollo. A trigger fires from one place; an action lands in another.
Zoom triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
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
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
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
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
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
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Zoom and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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