Match new Zoom participants to Callingly leads
Turn participant activity into an organized follow-up queue.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
Participant names arrive without the lead record needed for focused outreach.
- Identify new prospects faster
- Reduce manual lookup
- Create a consistent follow-up queue
Setup
Build it in a few focused steps.
- 1Connect Zoom and Callingly in Notis.
- 2Create an automation to search leads for each new participant.
- 3Pick New Meeting Participant as the trigger.
- 4Choose where reports go and test with one past meeting participant.
Questions about this workflow
What information can be used for matching?
Use participant details available in the Zoom event and specify fallback behavior for incomplete data.
Does it create a lead if none is found?
No. This workflow searches existing leads only.
When this happens · Trigger
Do this · Action
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.
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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