Review client paperwork after a new Zoom recording
Keep the next client action close to the conversation.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears 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
Client paperwork is easy to miss when recording archives grow.
- Prompts follow-up at the right moment
- Keeps client paperwork visible
- Creates an auditable review habit
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boloforms in Notis once.
- 2Create an automation for recording based client review.
- 3Describe that Notis should retrieve Boloforms documents and flag likely client follow-up items after a new recording.
- 4Pick New Cloud Recording as the trigger.
- 5Choose a report channel and test with one recording.
Questions about this workflow
Can it match a client automatically?
Only when the returned meeting and document details provide enough context.
What happens if no relevant document appears?
The report can state that no matching document was found.
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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