Check consent paperwork when participants appear
Keep attendee paperwork aligned with who actually joined.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
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
Participant changes can expose missing consent or related paperwork after the meeting.
- Surfaces participant related paperwork
- Creates a clear review signal
- Reduces overlooked consent follow-up
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boloforms in Notis once.
- 2Create an automation for participant consent review.
- 3Tell Notis to retrieve Boloforms documents and check for consent or attendee paperwork after a participant event.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant record.
Questions about this workflow
Does this guarantee consent compliance?
No. It identifies documents for review based on returned information and your instructions.
Can it create missing consent forms?
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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