Prepare client follow-up from new Zoom recordings
Move from a fresh recording to the right customer context in seconds.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Get Clients
Tool to list clients in a workspace. use after obtaining a workspace id.
Why this helps
Recording follow-up slips when customer context requires a separate manual lookup.
- Shorten follow-up setup
- Reduce customer context switching
- Keep recordings actionable
Setup
Build it in a few focused steps.
- 1Connect Zoom and Clockify in Notis once.
- 2Create an automation describing the client context to review.
- 3Pick Zoom New Cloud Recording as the trigger.
- 4Choose a report channel and test with one new recording.
Questions about this workflow
What happens after the client list?
Notis reports the results so you can choose the appropriate follow-up path.
Does it create time entries?
No. This workflow focuses on client context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Clockify. A trigger fires from one place; an action lands in another.
Zoom triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook in a workspace. use when you want to subscribe to workspace events by registering a callback url.
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
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
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
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
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
Filter Workspace Users
Tool to filter users in a workspace by advanced criteria. use when you need a paginated, sortable list of workspace users matching multiple filters.
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
Find All Users On Workspace
Tool to list all users in a workspace. use when you need to retrieve workspace members after confirming the workspace id. example: "find all users on workspace 64a687e29ae1f428e7ebe303."
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Generate New Webhook Token
Tool to generate a new webhook token. use after confirming workspace and webhook ids.
Connect any two apps with Notis in the middle.
Zoom and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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