Review follow-up goals after a webinar participant appears
A webinar participant can become a customer or partner. Use the event to review goals behind the next step.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Webinar follow-up gets delayed because attendee information arrives separately from commitments.
- Make attendee follow-up visible
- Connect engagement with goals
- Reduce manual searching
Setup
Build it in a few focused steps.
- 1Connect Zoom and Beeminder once in the Notis portal.
- 2Create an automation in Automations.
- 3Tell Notis to identify follow-up commitments relevant to the new participant.
- 4Select New Webinar Participant and choose a report channel.
- 5Test with one participant event.
Questions about this workflow
When does the trigger run?
When a new participant appears in a past webinar participant list.
Can it create a Beeminder goal?
No. It retrieves goals for a follow-up decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Beeminder. A trigger fires from one place; an action lands in another.
Zoom triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Tool to authenticate a user and redirect them to a given url. use when sending a user into the beeminder web ui directly after oauth or token validation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.
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
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
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 Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
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 Beeminder User Information
Tool to retrieve information about a specified beeminder user. use when you need to fetch details like timezone, goals, urgency, or deleted goals after authenticating successfully.
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 Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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