Find Connecteam users for new Zoom participants
Recognize who joined without switching between attendee lists and staff records.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Participant names alone are often not enough to confirm staff identity or role.
- Speed up attendance checks
- Improve identity matching
- Reduce spreadsheet lookups
Setup
Build it in a few focused steps.
- 1Connect Zoom and Connecteam once in Notis.
- 2Create an automation for participant identity lookup.
- 3Tell Notis to search Connecteam users for each new Zoom participant and report likely matches.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one real participant event.
Questions about this workflow
What happens for an unknown participant?
Notis should report the participant as unmatched instead of creating a record automatically.
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.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
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
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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