Prepare paperwork when a Zoom meeting is created
Start every new meeting with the right documents in view.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Preparation often means searching multiple tools for the latest forms.
- Makes document preparation repeatable
- Surfaces relevant forms early
- Cuts pre-meeting searching
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boloforms in Notis once.
- 2Create an automation for new meeting preparation.
- 3Tell Notis to retrieve Boloforms documents and summarize those relevant to the new meeting.
- 4Pick New Meeting Created as the trigger.
- 5Choose a report channel and test with one newly created meeting.
Questions about this workflow
How does Notis know which documents are relevant?
It can use the meeting details and document information returned, and it will note when context is insufficient.
Does this create a Boloforms request?
No. The available action only retrieves the document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boloforms. A trigger fires from one place; an action lands in another.
Zoom triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
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
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
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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Connect any two apps with Notis in the middle.
Zoom and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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