Add Zoom participants to Dovetail contacts
Keep participant records ready for follow-up research without duplicate data entry.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Researchers lose time copying participant details from Zoom reports into their research system.
- Keep contact records current
- Speed up interview follow-up
- Reduce manual copying from participant reports
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dovetail in Notis once.
- 2Create an automation telling Notis to create a Dovetail contact for each new participant, using only the participant details returned by Zoom.
- 3Pick Zoom New Meeting Participant as the trigger.
- 4Choose a report destination, then test with one past meeting participant.
Questions about this workflow
Will it create duplicates?
Ask Notis to check the available contact list before creating a contact and skip an exact existing match.
Can it add the meeting context?
Yes. Include the meeting title and date in the contact note or available contact fields when supported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Dovetail. A trigger fires from one place; an action lands in another.
Zoom triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
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
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
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
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Zoom and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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