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Apply a Box retention policy after a Zoom recording update

Keep recording governance consistent when new recording material is ready.

Trigger

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

Action

Create retention policy

Creates a retention policy.

Why this helps

Recording retention decisions are easy to postpone until files are already scattered.

  • Applies a repeatable retention step
  • Keeps governance close to the recording record
  • Reduces manual policy assignment

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Box once in Notis.
  • 2Create an automation named Recording retention.
  • 3Tell Notis to assign the specified existing Box retention policy to the designated recording file when the Zoom recording change meets my stated condition.
  • 4Pick the Zoom Meeting Recording Changed trigger and choose where run reports go.
  • 5Test with one real recording update.

Questions about this workflow

Do I need an existing Box retention policy?

Yes. Specify the policy that should be assigned in the automation instruction.

Can this decide retention automatically?

Notis can apply the policy you specify based on returned Zoom context and your stated condition.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Box. A trigger fires from one place; an action lands in another.

Zoom triggers

Box actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add classification to file

Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add classification to folder

Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.

ActionInstant

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

TriggerPolling

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

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

TriggerPolling

Add initial classifications

When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.

ActionInstant

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

TriggerPolling

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

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

TriggerPolling

Add shared link to file

Adds a shared link to a file.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Box, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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