Find a Connecteam task board for a new Zoom meeting
Give every meeting a clear home for action items before the call starts.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Why this helps
Teams leave meetings without deciding where follow-up belongs, so tasks scatter across tools.
- Create a clear follow-up home
- Reduce scattered tasks
- Save setup time
Setup
Build it in a few focused steps.
- 1Connect Zoom and Connecteam once in Notis.
- 2Create an automation for meeting follow-up routing.
- 3Tell Notis to review the new meeting details and recommend the best Connecteam task board.
- 4Pick New Meeting Created as the trigger and choose a report channel.
- 5Test with one real meeting.
Questions about this workflow
Does this create tasks on the board?
No. It identifies a board for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Connecteam. A trigger fires from one place; an action lands in another.
Zoom triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Daily Usage Report Changed
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Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
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
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
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
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
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
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Zoom and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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