Check documents when a new meeting participant appears
Turn attendee changes into a clear paperwork check.
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
A newly identified participant can create an overlooked signature or form need.
- Catches attendee driven follow-up
- Keeps document review contextual
- Reduces forgotten requests
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boloforms in Notis once.
- 2Create an automation for participant follow-up.
- 3Tell Notis to retrieve Boloforms documents and report items that may need attention after a participant appears.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant record.
Questions about this workflow
Does it send a request to the participant?
No. It retrieves documents and reports what may need your attention.
Does the event include past meeting data?
Yes. It fires when a participant appears in a past meeting participant report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.