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Turn Zoom user changes into an access review report

Keep a clear record when roles, departments, or account status change.

Trigger

User Information Changed

Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)

Action

Generate Carbone Report

Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.

Why this helps

User changes can affect access and responsibilities, but reviews happen only after confusion appears.

  • Create a traceable change record
  • Surface role and status changes
  • Support regular access reviews

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Carbone in Notis once.
  • 2Create an automation named Zoom Access Reviews.
  • 3Tell Notis to generate an access review report describing the changed user information and likely follow-up.
  • 4Pick User Information Changed as the trigger and choose a report channel.
  • 5Test it with one user update.

Questions about this workflow

Does it change Zoom permissions?

No. It creates a report based on the user information change.

Can it flag high-risk changes?

Yes, provide your review rules in the automation prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Carbone. A trigger fires from one place; an action lands in another.

Zoom triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

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

TriggerPolling

Generate Carbone Report

Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.

ActionInstant

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

TriggerPolling

Generate Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

ActionInstant

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

TriggerPolling

Get Carbone Server Status

Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.

ActionInstant

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

TriggerPolling

Set Carbone API Version

Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Upload a template

Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Connect any two apps with Notis in the middle.

Zoom and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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