Review proposal history for new participants
Know whether a new meeting contact already has proposal history before you follow up.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Teams treat returning contacts as new leads because prior proposals are hard to find.
- Reveals existing relationship context
- Prevents duplicate outreach
- Improves follow-up relevance
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bidsketch in Notis once.
- 2Create an automation for participant history checks.
- 3Tell Notis to identify the client and list related proposals before follow-up.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel, then test with one participant record.
Questions about this workflow
What if the participant is not a client?
Ask Notis to report that no matching client or proposal history exists.
Can it include proposal counts?
Yes, if the returned proposal data includes them.
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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