Turn Zoom meeting summaries into DPD customer follow ups
End each important call with a clear customer follow up list.
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
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
Customer follow ups get lost when meeting notes and account records live in separate systems.
- Find relevant customers after a meeting
- Reduce manual account searching
- Keep follow up decisions in one report
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dpd2 once in Notis.
- 2Create an automation named for meeting follow ups.
- 3Tell Notis to use the meeting summary to identify and list relevant DPD customers with reasons.
- 4Pick Meeting Summary Created or Updated as the trigger.
- 5Choose a report channel and test with one real meeting summary.
Questions about this workflow
What does this workflow retrieve?
It retrieves a DPD customer list and asks Notis to identify the records relevant to the Zoom meeting summary.
Can it update customer records?
No. The available DPD action lists customers for analysis and reporting.
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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