Update a Chaser invoice from a meeting summary
Let the meeting outcome guide the next billing status.
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
Update Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.
Why this helps
Important scope or approval decisions in summaries often never reach the invoice record.
- Capture approval signals quickly
- Keep billing status tied to meeting outcomes
- Reduce context switching after calls
Setup
Build it in a few focused steps.
- 1Connect Zoom and Chaser in Notis once.
- 2Create an automation named Summary to Invoice.
- 3Tell Notis to review the summary and update the confirmed invoice only when it contains the approval or milestone language you specify.
- 4Pick Meeting Summary Created or Updated as the trigger, choose reports, and test with one real summary.
Questions about this workflow
Is a paid Zoom plan required?
Yes. This Zoom trigger requires a Pro, Business, or Enterprise account with AI Companion enabled.
What if the summary is ambiguous?
Tell Notis to report the ambiguity and leave the invoice unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Chaser. A trigger fires from one place; an action lands in another.
Zoom triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
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
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
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
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
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
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
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 Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Zoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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