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Notis

Sync Zoom webinar changes to Attio

Keep campaign records accurate as webinar plans evolve.

Trigger

Webinar Details Changed

Triggers when a Zoom webinar's details change. Detects changes such as: - Topic updates - Start time changes - Agenda modifications - Duration changes - Settings updates (host video, registration type, audio options, etc.) - Status changes - Occurrence updates for recurring webinars - Recurrence pattern changes

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

Schedule and agenda changes are easy to miss across planning tools.

  • Prevent outdated event details
  • Keep collaborators aligned
  • Reduce manual change checks

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Attio once in the Notis portal.
  • 2Create an automation for webinar detail updates.
  • 3Tell Notis to find the matching Attio record and update the changed webinar information.
  • 4Pick Webinar Details Changed as the trigger and choose a report channel.
  • 5Test with one changed webinar.

Questions about this workflow

What webinar changes are covered?

The event can detect topic, start time, agenda, duration, settings, status, and occurrence changes.

What if no Attio record matches?

Ask Notis to report the unmatched webinar for review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

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.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

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.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

List Notes

This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).

ActionInstant

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

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