Create a Centralstationcrm person for a new Zoom meeting attendee
Prepare the CRM before the conversation starts.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Why this helps
New contacts are often added after the meeting, when useful context has already faded.
- Prepares contact records before calls
- Reduces forgotten follow-up
- Improves meeting readiness
Setup
Build it in a few focused steps.
- 1Connect Zoom and Centralstationcrm once in Notis.
- 2Create an automation named Pre-meeting contact setup.
- 3Tell Notis to identify external attendees, search Centralstationcrm, and create a person only when no matching record exists.
- 4Pick the Zoom New Meeting Created trigger.
- 5Choose a report channel, then test with one external meeting.
Questions about this workflow
Can it ignore internal meetings?
Yes. Define which attendees or meeting types count as external.
What if attendee details are incomplete?
Ask Notis to report the missing details instead of creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Centralstationcrm. A trigger fires from one place; an action lands in another.
Zoom triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
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
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
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
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
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
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Zoom and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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