Archive Zoom recordings in Coupa projects
Keep project conversations with the work they explain.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Add File Attachment to Project
Tool to add a file attachment to an existing project. Use when you need to upload and attach files (documents, images, PDFs, etc.) to projects in Coupa.
Why this helps
Project evidence is scattered across Zoom and Coupa, making handoffs and audits slower.
- Centralize project evidence
- Simplify handoffs
- Improve audit readiness
Setup
Build it in a few focused steps.
- 1Connect Zoom and Coupa in Notis once.
- 2Create an automation that finds the related project and adds the recording attachment.
- 3Pick New Cloud Recording as the trigger.
- 4Choose where reports should go and test with one recording.
Questions about this workflow
Can it attach a transcript too?
Yes, if the returned Zoom recording package includes a transcript artifact.
What if several projects match?
Notis reports the ambiguity for review instead of attaching to an uncertain project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Coupa. A trigger fires from one place; an action lands in another.
Zoom triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Invoice
Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.
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
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
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 Recent Accounts
Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.
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 Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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
Update Account
Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Zoom and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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