Clean up Bolna agents after user changes
Keep agent access aligned with current team ownership.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Delete agent by id
Delete an agent
Why this helps
Departures and role changes leave unused agents and unclear ownership behind.
- Reduce unused agent clutter
- Align ownership with current users
- Make offboarding easier to track
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bolna in Notis once.
- 2Create an automation named User change agent cleanup.
- 3Tell Notis to delete the specified Bolna agent only when the Zoom user change confirms the agent is obsolete.
- 4Pick the Zoom User Information Changed trigger.
- 5Choose a report channel and test with one real user change.
Questions about this workflow
Is deletion automatic for every user update?
No. Your instruction must define the confirmed condition for deletion.
Can I review before deletion?
Ask Notis to report the candidate first if you want a review step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Bolna. A trigger fires from one place; an action lands in another.
Zoom triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
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
Fetch all batches by agent id
List all batches for agent
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
Get all agents
List all agents
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 phone numbers
List all phone numbers for your account
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 execution by id
Retrieve specific execution by `execution id`
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Make a phone call from agent
Initiate calls
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Zoom and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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