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Keep Customer.io profiles aligned with Zoom user changes

Handle qualifying user status changes with a deliberate, auditable suppression step.

Trigger

User Information Changed

Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)

Action

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.

Why this helps

Profile lifecycle updates can leave outdated or disallowed contacts active in Customer.io.

  • Support cleaner profile lifecycle management
  • Reduce stale contact risk
  • Make suppression criteria explicit

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Customer.io in Notis once.
  • 2Create an automation stating the exact qualifying change and suppression rule.
  • 3Pick User Information Changed as the trigger.
  • 4Choose a report channel for every decision and result.
  • 5Test with one representative user change before enabling broadly.

Questions about this workflow

Is suppression reversible?

Customer.io suppression is intended to permanently delete a profile and prevent it from being re-added, so use precise criteria.

Can this suppress every changed user?

Only if you explicitly instruct that policy; otherwise define the qualifying status or role change.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

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

TriggerPolling

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

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

TriggerPolling

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

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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