Add new participants to a contact list
Keep your outreach list current as new meeting participants appear.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Contact details discovered in meetings are often left in reports and never added to outreach systems.
- Reduce manual contact entry
- Capture follow-up opportunities
- Keep lists current
Setup
Build it in a few focused steps.
- 1Connect Zoom and ClickSend once in Notis.
- 2Create an automation for participant contact capture.
- 3Tell Notis to create a ClickSend contact when a participant has usable contact details.
- 4Pick the New Meeting Participant trigger and choose a report channel.
- 5Test with one participant record.
Questions about this workflow
What if a participant has no contact details?
Tell Notis to report the missing details and skip contact creation.
Can contacts go to a specific list?
Yes. Name the ClickSend contact list in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to ClickSend. A trigger fires from one place; an action lands in another.
Zoom triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
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
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Meeting Details Changed
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Meeting Recording Changed
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Calculate SMS Campaign Price
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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
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New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
New Meeting Created
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Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Zoom and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.