Create Box tasks from new Zoom webinar participants
Make webinar follow-up visible before leads and questions go cold.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
Create task
Creates a single task on a file. this task is not assigned to any user and will need to be assigned separately.
Why this helps
Webinar attendance data often stays in reports instead of becoming assigned work.
- Converts attendance into action
- Keeps webinar follow-up centralized
- Helps protect timely responses
Setup
Build it in a few focused steps.
- 1Connect Zoom and Box once in Notis.
- 2Create an automation named Webinar attendee follow-up.
- 3Tell Notis to create a task on my designated Box webinar file for each new Zoom participant, including the available participant context.
- 4Pick the Zoom New Webinar Participant trigger and choose where run reports go.
- 5Test with one real webinar participant event.
Questions about this workflow
Can I tailor the task wording?
Yes. Describe the follow-up outcome in the automation instruction.
Does this require a live webinar?
It runs when Zoom adds a participant to a past webinar participant list.
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.
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`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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`.
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
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
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
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.
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
Add or update user avatar
Adds or updates a user avatar.
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
Add shared link to file
Adds a shared link to a file.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Add shared link to folder
Adds a shared link to a folder.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Add shared link to web link
Adds a shared link to a web link.
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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