Create clients from new Zoom participants
Turn newly identified meeting participants into ready-to-use client records.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
People who join important calls are easy to forget when client records are created later.
- Captures new contacts from completed meetings
- Supports faster follow-up
- Reduces forgotten client setup
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bidsketch in Notis once.
- 2Create an automation for participant-based client intake.
- 3Tell Notis to create a client only when the participant is not already represented in Bidsketch.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel, then test with one participant record.
Questions about this workflow
Does it create a client for every participant?
Tell Notis to create records only for participants who qualify as prospects or customers.
How are duplicates handled?
Ask Notis to check existing Bidsketch clients before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Bidsketch. A trigger fires from one place; an action lands in another.
Zoom triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
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 Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
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 Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Zoom and Bidsketch, 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 Bidsketch.