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Get the document blueprint for a new Zoom meeting

New meeting creation can instantly bring up the template that supports it.

Trigger

New Meeting Created

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

Action

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

Why this helps

Meeting preparation stalls when the correct template is hard to locate.

  • Start preparation faster
  • Use the intended template
  • Reduce searching before calls

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Documint in Notis once.
  • 2Create an automation for new meeting template briefs.
  • 3Tell Notis to retrieve the selected Documint template and summarize how it should support the new Zoom meeting.
  • 4Pick New Meeting Created as the trigger.
  • 5Choose a report channel and test with one new meeting.

Questions about this workflow

Can this support recurring meetings?

Yes, it runs whenever the selected Zoom new meeting event fires.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Documint actions

Recurring trigger

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

TriggerScheduled

Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

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

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

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

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

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

Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.

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

New Cloud Recording

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

TriggerPolling

New Meeting Created

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

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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