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Add merchant context to participant follow-up

Give finance or partnership follow-up a useful brand identity signal.

Trigger

New Meeting Participant

Triggers when a new participant appears in a past meeting's participant report.

Action

Get Transaction Info

This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.

Why this helps

Participant lists identify people but may not explain which merchant or business their payment reference belongs to.

  • Reduce manual merchant lookup
  • Connect participant activity to business context
  • Flag missing transaction evidence clearly

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Brandfetch in Notis once.
  • 2Create a new automation named participant transaction context.
  • 3Tell Notis to use the participant record and a transaction label supplied by you to retrieve detailed Brandfetch transaction information.
  • 4Pick New Meeting Participant as the trigger.
  • 5Choose a report channel and test with one participant record that includes transaction text.

Questions about this workflow

Does Zoom provide transaction labels?

No. The transaction label must be supplied by you or another connected source because Zoom participant reports do not contain it.

What does Transaction Info return?

It converts a transaction label into detailed merchant brand information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Brandfetch actions

Recurring trigger

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

TriggerScheduled

Get Brand Information

This tool retrieves comprehensive brand information including logos, colors, fonts, and company details for any brand using their domain name, brand id, isin, or stock ticker symbol. it provides access to a brand's complete visual identity and company information.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Company Information

This action retrieves detailed company information for a given brand identifier. while the brandfetch get brand info tool provides general brand information, this tool specifically focuses on extracting and returning the company-related firmographic data from the response.

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

Get Brand Logo

This tool fetches the latest logo for any brand using brandfetch's brand api. it provides access to high-quality, up-to-date logos with customizable dimensions. the tool supports different logo types (icon, logo, symbol) and themes (light, dark).

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

Get Transaction Info

This tool converts payment transaction labels into detailed merchant brand information. it takes a transaction label (like what you see on your credit card statement) and returns comprehensive brand data (including logos, colors, fonts, and company information). it is useful for identifying merchants and enriching transaction data with detailed brand information.

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

Identify Merchant from Transaction

This tool identifies merchant brands from raw transaction data in a single call. it processes unstructured payment text (e.g., credit card transaction descriptions), maps it to a domain, and returns comprehensive brand details including name, logo, domain, and industry information.

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

Search Brands

This tool allows searching for brands by name and returns matching brand information. it enables searching and matching brand names to their corresponding urls and icons, providing rich autocomplete experiences.

ActionInstant

New Cloud Recording

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

TriggerPolling

New Meeting Created

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

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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