Create a Booqable customer from every qualified Zoom summary
Stop retyping prospect details after discovery calls. Let Notis turn a clear Zoom summary into a ready Booqable customer.
Trigger
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
Action
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Why this helps
Important customer details stay buried in meeting notes, so rental setup gets delayed.
- Reduce duplicate data entry
- Capture customer details while context is fresh
- Flag missing information before creating a record
Setup
Build it in a few focused steps.
- 1Connect Zoom and Booqable in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to extract verified customer details from the summary and create a Booqable customer, asking for missing required details.
- 4Pick Zoom Meeting Summary Created or Updated as the trigger.
- 5Choose a report channel, then test with one real meeting summary.
Questions about this workflow
Does this create a customer from every summary?
Only when the instruction says the person is a qualified customer and the required details are present.
What happens when an email is missing?
Notis can report the missing detail instead of creating an incomplete customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Booqable. A trigger fires from one place; an action lands in another.
Zoom triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.
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
Create Product Group
Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.
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
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
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
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
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
Delete Product Group
Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Connect any two apps with Notis in the middle.
Zoom and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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