Connect new recordings with paid proposal follow-up
Keep completed commercial work visible as new customer conversations are recorded.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid work can disappear from view once the proposal is signed and conversations continue elsewhere.
- Keeps paid work in the operating picture
- Supports expansion and delivery planning
- Reduces post sale context loss
Setup
Build it in a few focused steps.
- 1Connect Zoom and Better Proposals in Notis once.
- 2Create an automation for recording-to-paid-work review.
- 3Tell Notis to retrieve paid proposals and summarize any relevant customer follow-up after the recording appears.
- 4Choose New Cloud Recording as the trigger and select a report channel.
- 5Test with one new recording.
Questions about this workflow
What are paid proposals?
They are proposals Better Proposals reports as paid.
Does this initiate customer outreach?
No. It creates an internal review report.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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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
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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.
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.