Connect Zoom to Callingly
When something happens in Zoom, Notis takes the next step in Callingly. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Zoom to Callingly
Call leads when a Zoom recording is ready
Start a Callingly outbound call when a Zoom cloud recording finishes processing so follow-up begins while the conversation is still fresh.
Look up the lead after a Zoom summary
When Zoom creates or updates a meeting summary, retrieve the matching Callingly lead so an agent can review context before the next touch.
Review Callingly history after a new Zoom recording
When a new cloud recording appears, retrieve recent Callingly calls so you can compare outreach with the meeting outcome.
Call a lead when a Zoom meeting is created
Use a newly created Zoom meeting as the signal to place a confirmation or preparation call through Callingly.
Find leads after a Zoom participant appears
When a new participant is added to a past meeting report, search Callingly leads to identify the right follow-up record.
Review Callingly clients after a new Zoom webinar
When a webinar is created, list Callingly clients so the team can confirm ownership and outreach coverage before promotion starts.
Call webinar participants through Callingly
Trigger an outbound call when a new Zoom webinar participant appears in the attendee list and qualifies for follow-up.
Update Callingly schedules after Zoom user changes
When a Zoom user's contact or timezone information changes, update the corresponding Callingly agent schedule instructions.
Update Callingly webhooks when webinar details change
When a Zoom webinar's timing or settings change, update the Callingly webhook configuration used by the related campaign.
Supported Triggers and Actions
Notis builds workflows that link Zoom to Callingly. A trigger fires from one place; an action lands in another.
Zoom triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact 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 Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
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 Client
Tool to create a new client. use when adding a new client to your callingly account.
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 Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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 Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Zoom and Callingly
Connect any two apps with Notis in the middle.
Zoom and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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