Review Centralstationcrm assistants after a Zoom meeting summary
Turn every updated Zoom summary into a quick check of who supports the contact.
Trigger
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
Action
Get Person Assi
Tool to retrieve a specific assi entry of a person by id. use after confirming person id and assi id.
Why this helps
Important follow-up can stall when assistant details are scattered across meeting notes and CRM records.
- Keeps support contacts visible after important meetings
- Reduces manual CRM lookups
- Creates a repeatable summary review habit
Setup
Build it in a few focused steps.
- 1Connect Zoom and Centralstationcrm once in Notis.
- 2Create an automation named Meeting summary assistant review.
- 3Tell Notis to find the Centralstationcrm person for the meeting and retrieve their assistant records for follow-up context.
- 4Pick the Zoom Meeting Summary Created or Updated trigger.
- 5Choose a report channel, then test with one real meeting summary.
Questions about this workflow
What if the meeting attendee is not in Centralstationcrm?
Ask Notis to report that no matching person was found so you can decide whether to create one.
Does this change CRM data?
No. This workflow retrieves assistant records for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.