Create Breeze follow-up cards for webinar participants
Make post-webinar follow-up visible before interested attendees slip away.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
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.
Why this helps
Webinar attendance is recorded, but follow-up actions are easy to lose in a crowded inbox.
- Create a visible follow-up queue
- Reduce missed outreach
- Keep attendee context with the task
Setup
Build it in a few focused steps.
- 1Connect Zoom and Breeze in Notis once.
- 2Create an automation asking Notis to create a Breeze card for each new webinar participant when follow-up is appropriate.
- 3Pick New Webinar Participant as the trigger.
- 4Choose a report channel, then test with one participant record.
Questions about this workflow
Will every participant create a card?
Your instruction can ask Notis to create cards only when the participant data supports a useful follow-up.
What if there is no matching project?
Notis should report the missing project instead of guessing.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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 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.
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
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."
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
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.
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
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
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.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
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.