Check your Daffy profile when a Zoom meeting is created
Start each new meeting with the right donor profile context available to your assistant.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Important account details are easy to overlook when a new meeting starts a larger workflow.
- Adds account context automatically
- Supports consistent meeting preparation
- Reduces repeated profile lookups
Setup
Build it in a few focused steps.
- 1Connect Zoom and Daffy in Notis once.
- 2Create an automation that retrieves your Daffy profile when meeting context requires it.
- 3Pick New Meeting Created as the trigger.
- 4Select a report channel and test with one newly created meeting.
Questions about this workflow
Whose profile is retrieved?
The workflow uses the authenticated Daffy user profile.
Can this create a gift too?
This package retrieves profile context only; create a separate gift workflow when gift details are ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Daffy. A trigger fires from one place; an action lands in another.
Zoom triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
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 Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
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 Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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 Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
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 Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Zoom and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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