Keep webinar proposals aligned with event changes
Reflect event changes in the proposal while the details are still fresh.
Trigger
Webinar Details Changed
Triggers when a Zoom webinar's details change. Detects changes such as: - Topic updates - Start time changes - Agenda modifications - Duration changes - Settings updates (host video, registration type, audio options, etc.) - Status changes - Occurrence updates for recurring webinars - Recurrence pattern changes
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Webinar changes create proposal mismatches that surface late in client conversations.
- Keeps scope and timing aligned
- Reduces revision surprises
- Creates a clear change report
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bidsketch in Notis once.
- 2Create an automation for webinar proposal updates.
- 3Tell Notis to update the related proposal only when changed webinar details affect agreed scope or timing.
- 4Pick Webinar Details Changed as the trigger.
- 5Choose a report channel, then test with one changed webinar.
Questions about this workflow
Will every webinar setting edit change the proposal?
No. Instruct Notis to update only changes that affect the proposal.
Can it show what changed?
Ask Notis to include a concise before and after summary in the run report.
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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