Turn Zoom meeting summaries into Customer.io follow-up broadcasts
Keep every important conversation moving with an automatic, context-aware follow-up.
Trigger
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
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Meeting follow-up gets delayed when notes and outreach live in separate tools.
- Reduce manual follow-up work
- Respond while meeting context is fresh
- Keep outreach consistent across the team
Setup
Build it in a few focused steps.
- 1Connect Zoom and Customer.io in Notis once.
- 2Create a new automation and describe the follow-up outcome in one instruction.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose where Notis should send run reports.
- 5Test it with one real Zoom meeting summary.
Questions about this workflow
What starts this automation?
A Zoom meeting summary being created or updated for the selected meeting.
Can I control the broadcast content?
Yes. Describe the audience, message, and personalization you want in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Customerio. A trigger fires from one place; an action lands in another.
Zoom triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
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
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
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 Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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 Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
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 Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Zoom and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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