Skip to content
Notis

Enrich contacts from Zoom meeting summaries

Finish every important meeting with the context you need to follow up well.

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

Enrich Person or Company

Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).

Why this helps

Important names in meeting summaries often lack the company, role, and contact context needed for a confident next step.

  • Adds professional and company context to summary names
  • Reduces post-meeting research time
  • Creates a consistent follow-up brief

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Datagma once in the Notis portal.
  • 2Create a new automation and name it for meeting contact enrichment.
  • 3Tell Notis to enrich each person or company named in the updated Zoom summary and return a concise follow-up brief.
  • 4Pick the Zoom Meeting Summary Created or Updated trigger.
  • 5Choose a report channel, then test with one real meeting summary.

Questions about this workflow

Does this require Zoom AI Companion?

Yes. The Meeting Summary Created or Updated trigger requires a paid Zoom account with AI Companion enabled.

What if the summary has no clear names?

Notis can report that no enrichable contacts were identified and leave the summary unchanged.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Datagma. A trigger fires from one place; an action lands in another.

Zoom triggers

Datagma actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Detect Job Change

Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.

ActionInstant

Webhook trigger

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

TriggerInstant

Enrich Person or Company

Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).

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

Find Work Email

Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.

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 Credits

Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.

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 Twitter Profile By Email

Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information

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 Twitter Profile by Username

Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.

ActionInstant

New Cloud Recording

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

TriggerPolling

Reverse Phone Lookup

Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).

ActionInstant

New Meeting Created

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

TriggerPolling

Search Phone Numbers

Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Datagma, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Datagma.