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Segment Cloudcart customers using Zoom webinar participants

Know which existing customers are engaging with each webinar.

Trigger

New Webinar Participant

Triggers when a new participant appears in a past webinar's participant list.

Action

Get Customers

Tool to retrieve a list of all customers. use when you need to display or process multiple customer profiles. note: the response is paginated; use page[number] and page[size] to control pagination.

Why this helps

Webinar engagement and customer history remain in separate lists.

  • Connects engagement to customer history
  • Improves follow-up relevance
  • Reduces manual list comparison

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Cloudcart in Notis once.
  • 2Create an automation describing matching and segmentation rules.
  • 3Pick New Webinar Participant as the trigger.
  • 4Choose where segment reports should go.
  • 5Test with one participant and a known customer list.

Questions about this workflow

Does it create new customers?

No. This workflow retrieves customers and identifies matching profiles.

Can I segment by webinar topic?

Yes. Include the webinar topic and the segment rules in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Cloudcart actions

Recurring trigger

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

TriggerScheduled

Add to Cart

Tool to add an item to the cart. use after confirming a product selection with desired quantity.

ActionInstant

Webhook trigger

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

TriggerInstant

Clear Cart

Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.

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 Category

Tool to create a new category. use when you need to add organizational structure to your product catalog.

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

Create Customer

Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).

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

Create Order

Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.

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 Product

Tool to create a new product. use when you have all details and want to add it to cloudcart.

ActionInstant

New Cloud Recording

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

TriggerPolling

Create Variant

Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.

ActionInstant

New Meeting Created

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

TriggerPolling

Create Variant Option

Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Cloudcart, 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 Cloudcart.