Turn every new Zoom meeting into a ready intake form
Collect the right context before each conversation without building a form from scratch.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
New meetings often arrive without a consistent way to gather goals, questions, or prep details.
- Standardize meeting preparation
- Reduce back and forth before calls
- Keep intake work connected to scheduling
Setup
Build it in a few focused steps.
- 1Connect Zoom and Cabinpanda in Notis once.
- 2Create an automation named for meeting intake forms.
- 3Tell Notis to create a Cabinpanda form for each new Zoom meeting with the questions you want.
- 4Pick the Zoom New Meeting Created trigger and choose a report channel.
- 5Test with one newly created Zoom meeting.
Questions about this workflow
Can I choose the questions?
Yes. Describe the desired questions and form settings in the automation instruction.
Will it create a form for recurring meetings?
It can create a form whenever the selected Zoom event fires; recurring behavior depends on the event payload.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cabinpanda.