Connect Zoom to Better proposals
When something happens in Zoom, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Zoom to Better proposals
Turn new Zoom meeting summaries into a proposal review queue
When a Zoom meeting summary is created, pull Better Proposals new proposals so you can review fresh opportunities while the context is current.
Check all proposals when a Zoom recording changes
When recording files finish processing or change, retrieve the Better Proposals list to keep post-call work moving.
Review opened proposals after a new Zoom cloud recording
When a new cloud recording appears, retrieve opened Better Proposals so you can prioritize prospects already showing interest.
Shortlist proposal templates when a Zoom meeting is created
When a new Zoom meeting is created, retrieve Better Proposals templates so the right starting point is ready before the call.
Check proposal settings when Zoom meeting details change
When meeting timing or settings change, retrieve Better Proposals account settings so follow-up work uses current currency, tax, and timezone defaults.
Check proposal branding when Zoom webinar details change
When a webinar changes, retrieve Better Proposals brand settings so promotional or sponsor proposals reflect the current brand configuration.
Load company context when a Zoom webinar is created
When a new webinar is created, retrieve Better Proposals companies so you can identify relevant partners or clients quickly.
Review sent proposals after new webinar participants appear
When a new webinar participant is recorded, retrieve sent Better Proposals to help prioritize follow-up with attendees who may already be in sales conversations.
Check signed proposals when a new meeting participant appears
When a participant is added to a past Zoom meeting report, retrieve signed Better Proposals to keep delivery and onboarding conversations visible.
Supported Triggers and Actions
Notis builds workflows that link Zoom to Better proposals. A trigger fires from one place; an action lands in another.
Zoom triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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 All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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 All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Zoom and Better proposals
Connect any two apps with Notis in the middle.
Zoom and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.