Connect Zoom to Cardly
When something happens in Zoom, Notis takes the next step in Cardly. 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 Cardly
Turn Zoom meeting summaries into a Cardly follow-up list
Create a Cardly contact list from people and follow-up context identified in a Zoom meeting summary.
Check Cardly templates when a Zoom recording is ready
When a Zoom recording changes, review available Cardly templates and identify a suitable format for post-meeting outreach.
Prepare a Cardly prospect list for every new Zoom meeting
When a Zoom meeting is created, organize attendee or prospect details you provide into a Cardly contact list.
Build a Cardly segment from new Zoom participants
Create or extend a Cardly contact list when new participants appear in a Zoom meeting report.
Plan Cardly outreach when a Zoom webinar is created
When a webinar is created, review Cardly templates for invitations, reminders or thank-you cards.
Create a Cardly thank-you list from webinar participants
Build a Cardly contact list from new Zoom webinar participants for post-event appreciation outreach.
Generate a Cardly preview after a new Zoom recording
When a new cloud recording appears, generate a Cardly preview for a follow-up card using your approved creative direction.
Review Cardly templates when meeting details change
When a Zoom meeting changes, review Cardly templates for updated confirmations, reschedules or attendee notices.
Refresh a Cardly attendee list after webinar changes
When Zoom webinar details change, create or update a Cardly contact list for people who need an updated notice.
Supported Triggers and Actions
Notis builds workflows that link Zoom to Cardly. A trigger fires from one place; an action lands in another.
Zoom triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
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 Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
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
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
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
Generate Preview
Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.
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 Artwork
Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
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 Cardly
Connect any two apps with Notis in the middle.
Zoom and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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