Find customer records affected by a Zoom identity change
Keep identity details coherent across tools when a user changes their name, email, or role.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Identity changes can leave duplicate or outdated customer records across connected systems.
- Surface records needing review
- Reduce identity confusion
- Improve cross tool customer consistency
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 search Booqable customers using the changed identity details and report possible matches for review.
- 4Pick Zoom User Information Changed as the trigger.
- 5Choose a report channel, then test with one real user change.
Questions about this workflow
Will it change customer records?
No. It searches and reports possible matches for a controlled review.
Which changes can trigger review?
Your instruction can focus on names, emails, roles, departments, or other details present in the Zoom event.
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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