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Follow up with newly reported Zoom participants

Give every new participant a timely next step with a Chatbotkit conversation prompt.

Trigger

New Meeting Participant

Triggers when a new participant appears in a past meeting's participant report.

Action

Complete Conversation

Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.

Why this helps

Participant reports arrive after the meeting, when manual follow-up is easiest to overlook.

  • Flags new participant follow-up
  • Keeps outreach consistent
  • Reduces dropped relationship tasks

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Chatbotkit in Notis.
  • 2Create an automation describing the desired participant follow-up conversation.
  • 3Pick New Meeting Participant as the trigger.
  • 4Choose where reports go and test with one participant event.

Questions about this workflow

Can it send an external message directly?

This workflow starts a Chatbotkit conversation; specify any review step or internal draft requirement in the instruction.

What if participant details are limited?

The prompt should name the missing information and ask Chatbotkit to keep the follow-up general.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Chatbotkit. A trigger fires from one place; an action lands in another.

Zoom triggers

Chatbotkit actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete Conversation

Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Integration

Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.

ActionInstant

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

TriggerPolling

Create Skillset

Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.

ActionInstant

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

TriggerPolling

List Bots

Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.

ActionInstant

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

TriggerPolling

List conversation messages

Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.

ActionInstant

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

TriggerPolling

List Conversations

Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

List Datasets

Tool to list datasets. use when you need to browse or paginate through available datasets.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

List Integrations

Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Chatbotkit, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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