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Notis

Capture changed user contact details

Keep your communication list aligned with the latest Zoom profile information.

Trigger

User Information Changed

Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)

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

Changed names, phone numbers, and roles create stale outreach records.

  • Reduce stale contact data
  • Keep role information usable
  • Avoid manual profile checks

Setup

Build it in a few focused steps.

  • 1Connect Zoom and ClickSend once in Notis.
  • 2Create an automation for user contact maintenance.
  • 3Tell Notis to create or update the matching ClickSend contact when usable Zoom details change.
  • 4Pick the User Information Changed trigger and choose a report channel.
  • 5Test with one changed user profile.

Questions about this workflow

What if the ClickSend contact does not exist?

Tell Notis to create it when sufficient contact information is available.

Can it skip non-contact changes?

Yes. Specify that only relevant contact fields should be processed.

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.

TriggerScheduled

Get Account Usage by Subaccount

Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.

ActionInstant

Webhook trigger

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

TriggerInstant

Send Account Activation Token

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.

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

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.

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

Calculate Post Letter Price

Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.

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

Calculate SMS Campaign Price

Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.

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

Create Email Delivery Receipt Automation

Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.

ActionInstant

New Cloud Recording

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

TriggerPolling

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.

ActionInstant

New Meeting Created

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

TriggerPolling

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.

ActionInstant

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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