Create an Ascora quotation from every new Zoom meeting
Capture the commercial intent of a newly scheduled Zoom meeting before it gets lost in your calendar.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Potential quote requests stay buried in meeting titles and scheduling context.
- Reduce manual quote preparation
- Keep sales follow-up tied to meeting context
- Give the team a clear next action
Setup
Build it in a few focused steps.
- 1Connect Zoom and Ascora in Notis once.
- 2Create an automation and name the quoting outcome.
- 3Tell Notis to review each new meeting and create an Ascora quotation when the meeting signals a real quote request.
- 4Pick New Meeting Created as the trigger.
- 5Choose a report channel, then test with one real meeting.
Questions about this workflow
Will every meeting create a quotation?
Tell Notis to create one only when the meeting context indicates a genuine customer quote request.
Can Notis infer customer details?
It can use details present in the Zoom event, while missing customer information must be supplied or reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Ascora. A trigger fires from one place; an action lands in another.
Zoom triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
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
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
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
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
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
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
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 Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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