Match Zoom participants to DPD customers
Turn participant reports into a ready to review customer match list.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List DPD Customers
Tool to list customers in your dpd account. use when you need a filtered or paginated list of customers for reporting or synchronization.
Why this helps
Participant names and customer records are easy to miss when checked manually after a call.
- Surface possible customer matches
- Reduce manual record searches
- Create a clear review queue
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dpd2 once in Notis.
- 2Create an automation for participant matching.
- 3Tell Notis to list DPD customers and compare them with the new participant details, marking confidence and missing identifiers.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant event.
Questions about this workflow
Will it make a definitive match?
It can report likely matches and uncertainty. You should provide a reliable identifier such as email for stronger matching.
Can it add the participant as a customer?
No. The available DPD action only lists customers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Dpd2. A trigger fires from one place; an action lands in another.
Zoom triggers
Dpd2 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Storefront
Tool to retrieve details of a specific storefront by its id. use when you need storefront metadata after you have its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List DPD Customers
Tool to list customers in your dpd account. use when you need a filtered or paginated list of customers for reporting or synchronization.
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 DPD Purchases
Tool to list all purchases made through your dpd account. use when you need to retrieve purchase records with optional date filters and pagination for reporting or analysis.
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 Storefronts
Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.
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
List Subscribers
Tool to list subscribers for a given storefront. use when you need a paginated and filtered list of subscribers after storefront setup.
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
DPD: Ping API
Tool to ping the api to check its status. use when verifying api connectivity before further operations.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Verify DPD Notification
Tool to verify a webhook notification's authenticity by posting back the original signature and payload. use after receiving a notification to confirm it originates from dpd.
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 Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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