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Create a Breeze planning list for new Zoom meetings

Give every scheduled conversation a clear preparation stage.

Trigger

New Meeting Created

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

Action

CREATE_LIST

Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."

Why this helps

Meeting preparation competes with other work because it has no visible stage or home.

  • Make preparation visible
  • Standardize meeting readiness
  • Reduce forgotten pre-work

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Breeze in Notis once.
  • 2Create an automation instructing Notis to create a planning list in the relevant Breeze project for each new Zoom meeting.
  • 3Pick New Meeting Created as the trigger.
  • 4Choose a report channel, then test with one new meeting.

Questions about this workflow

Can the list be created in any project?

Only when the relevant Breeze project can be identified from your instruction or event context.

Does this create preparation cards?

No. It creates the planning list.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Breeze actions

Recurring trigger

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

TriggerScheduled

Add Project People

Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.

ActionInstant

Webhook trigger

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

TriggerInstant

Archive Project

Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.

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

Create Card

Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.

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

CREATE_LIST

Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."

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

Create Project

Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.

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

Create Workspace

Tool to create a new workspace. use after deciding on the workspace name.

ActionInstant

New Cloud Recording

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

TriggerPolling

Delete Card

Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.

ActionInstant

New Meeting Created

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

TriggerPolling

Delete Project

Tool to delete a specific project by id. use when you need to remove a project after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Breeze.