Review Capsule follow-up for webinar participants
Turn webinar attendance into timely relationship attention.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
Action
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Why this helps
Webinar attendees can be valuable prospects, but their existing CRM context is easy to miss.
- See existing relationship history
- Prioritize warmer conversations
- Reduce post-webinar context switching
Setup
Build it in a few focused steps.
- 1Connect Zoom and Capsule CRM in Notis.
- 2Create an automation describing the follow-up review.
- 3Ask Notis to list relevant Capsule entries for new webinar participants and flag missing next steps.
- 4Pick Zoom New Webinar Participant.
- 5Choose where reports go and test with one participant.
Questions about this workflow
Can it distinguish prospects from customers?
Tell Notis to use the party information and your stated criteria when reviewing entries.
Does it create tasks?
No. It reports the relevant Capsule entries and follow-up gaps with the available action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Capsule crm. A trigger fires from one place; an action lands in another.
Zoom triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
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
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
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
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
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
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Zoom and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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