Pair new Zoom participants with a wallet review
Keep participant follow-up connected to the financial context behind it.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Participant reports can reveal follow-up needs, but the financial review is usually handled later or forgotten.
- Creates a prompt for timely participant follow-up
- Keeps wallet information available during review
- Supports consistent handling of important conversations
Setup
Build it in a few focused steps.
- 1Connect Zoom and Coinbase once in Notis.
- 2Create an automation for participant follow-up.
- 3Describe that Notis should list wallets and summarize the financial review needed after a participant appears.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant event.
Questions about this workflow
Does this expose private wallet details to participants?
The report goes only to your chosen Notis channel. Review your channel permissions before enabling it.
Can it match a participant to a wallet?
Only if you provide a matching rule or identifier. The wallet action returns wallet data but does not infer ownership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Coinbase. A trigger fires from one place; an action lands in another.
Zoom triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
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
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
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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Connect any two apps with Notis in the middle.
Zoom and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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