Choose the right intake form for each new meeting
Start preparation with a useful template instead of a blank page.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
Why this helps
A growing form library makes it hard to know which template fits a new meeting.
- Speed up meeting preparation
- Reuse proven templates
- Reduce duplicate forms
Setup
Build it in a few focused steps.
- 1Connect Zoom and Cabinpanda in Notis once.
- 2Create an automation for new meeting preparation.
- 3Tell Notis to list Cabinpanda forms and recommend the best existing form for the new meeting.
- 4Pick the New Meeting Created trigger and choose a report channel.
- 5Test with one new meeting.
Questions about this workflow
Can it create a form if none fits?
You can add that instruction and use the Create Form action in a separate workflow.
What determines the recommendation?
The prompt can specify meeting topic, audience, or other context available from Zoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Cabinpanda. A trigger fires from one place; an action lands in another.
Zoom triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a specific form by its id. use after confirming the target form exists and is safe to remove.
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
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
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
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
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
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
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
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Zoom and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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