Review Cardly user details after a Zoom profile change
Keep team records aligned when participant or host information changes.
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
Retrieve User
Tool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.
Why this helps
Profile changes can leave outreach and account records inconsistent.
- Spot record mismatches sooner
- Support cleaner account administration
- Reduce manual cross-checking
Setup
Build it in a few focused steps.
- 1Connect Zoom and Cardly once.
- 2Create an automation describing the review you need.
- 3Ask Notis to retrieve the matching Cardly user and summarize relevant differences.
- 4Select User Information Changed as the trigger.
- 5Choose reports and test with one profile change.
Questions about this workflow
What if no matching Cardly user exists?
Notis can report that no match was found so you can decide the next step.
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
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.
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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