Prepare a Cardly prospect list from a new Zoom meeting
Have a clean outreach list ready before the meeting starts.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Why this helps
Prospect details remain spread across calendars, notes and inboxes.
- Prepare outreach before calls
- Group contacts by meeting
- Lower preparation effort
Setup
Build it in a few focused steps.
- 1Connect Zoom and Cardly once in Notis.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis to create a Cardly list from prospect details available for each new meeting.
- 4Pick New Meeting Created as the trigger.
- 5Set a report channel and test with one meeting.
Questions about this workflow
What if attendee details are missing?
Notis can create the list from available information and report which details need review.
When this happens · Trigger
Do this · Action
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
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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.
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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