Audit documents after a new Zoom participant appears
A newly identified participant can trigger a focused document review.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Participant reports can reveal follow up needs long after the meeting ends.
- Spot paperwork tied to new contacts
- Review existing documents quickly
- Reduce relationship follow up gaps
Setup
Build it in a few focused steps.
- 1Connect Zoom and Documint in Notis once.
- 2Create an automation for participant follow up audits.
- 3Tell Notis to list Documint documents and flag likely documents related to the new participant and meeting.
- 4Pick New Meeting Participant as the trigger.
- 5Choose where reports go and test with one participant event.
Questions about this workflow
Can it create a contact record?
No. It lists documents and highlights likely matches using available information.
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.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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
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.
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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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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