Invite participants to follow up
Turn fresh meeting participation into a prompt for the next conversation.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create and Send SMS Campaign
Tool to create and send an SMS campaign to a contact list. Use when you need to send bulk SMS messages to up to 20,000 recipients per call. Marketing messages must include opt-out mechanism.
Why this helps
Potential customers and partners attend meetings, then follow-up slips through the cracks.
- Reduce missed follow-ups
- Prioritize recent engagement
- Standardize outreach prompts
Setup
Build it in a few focused steps.
- 1Connect Zoom and ClickSend once in Notis.
- 2Create an automation for participant follow-up campaigns.
- 3Tell Notis to create a concise, appropriate campaign for newly identified participants with usable contact details.
- 4Pick the New Meeting Participant trigger and choose a report channel.
- 5Test with one participant record.
Questions about this workflow
Can it exclude internal participants?
Yes. State the exclusion rule if the event data supports identifying them.
Can the campaign use different copy by meeting type?
Yes. Include the meeting context rules 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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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
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
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.
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
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.
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 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.
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
Triggers when a new Zoom meeting is created for a user.
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.