Update Attio engagement from Zoom participants
Let real attendance improve the relationship record automatically.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Update Record
This tool updates an existing record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it uses patch to partially update only the provided fields, leaving other fields unchanged.
Why this helps
Engagement data stays stale because attendance is reviewed separately from the CRM.
- Improve engagement visibility
- Support better prioritization
- Reduce manual activity logging
Setup
Build it in a few focused steps.
- 1Connect Zoom and Attio once in the Notis portal.
- 2Create an automation for participant engagement updates.
- 3Tell Notis to find the matching Attio record and update only confirmed engagement information.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one participant event.
Questions about this workflow
What if the participant details are limited?
Notis can update only what Zoom provides and report missing information.
Can this update a company record?
Yes. Instruct Notis to use the appropriate matching person or company record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Attio. A trigger fires from one place; an action lands in another.
Zoom triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
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 Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
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
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
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 Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
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 Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Zoom and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Attio.