Run a weekly Ascora customer review from Zoom context
Keep customer follow-up visible with one focused review each week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer records and conversation context drift apart between weekly planning sessions.
- Reduce stale customer context
- Create a consistent review habit
- Focus attention on customers needing follow-up
Setup
Build it in a few focused steps.
- 1Connect Zoom and Ascora in Notis once.
- 2Create an automation for the weekly customer review.
- 3Tell Notis to use the Zoom context you provide and retrieve Ascora customers needing review.
- 4Pick a Notis cron schedule.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Does the schedule automatically fetch all Zoom history?
Notis can only use the Zoom context available to the automation and any data it can access through the connected app.
Can it delete outdated customers?
This workflow retrieves customers for review; deletion should be handled only in a separate, explicitly instructed workflow.
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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