Send a client follow-up after a Zoom meeting summary
Keep every client conversation moving while the meeting context is still fresh.
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
Send SMS
Tool to send a single sms to a contact. use when you need to deliver a targeted message immediately or schedule it for later.
Why this helps
Important follow-ups get lost between the meeting, notes, and the next work block.
- Reduce post-meeting admin
- Send next steps while context is fresh
- Create a consistent client experience
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dripcel in Notis once.
- 2Create a new automation and name it for client follow-ups.
- 3Tell Notis to read the Zoom summary and send a concise SMS with agreed next steps to the supplied client number.
- 4Pick the Zoom Meeting Summary Created or Updated trigger and choose a report channel.
- 5Test it with one real meeting and review the run report.
Questions about this workflow
Does this require a paid Zoom plan?
Yes. The Zoom meeting summary trigger requires a paid Zoom account with AI Companion enabled.
Can I provide the recipient number in the instruction?
Yes. Include the client number or explain where Notis should obtain it from the meeting context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Dripcel. A trigger fires from one place; an action lands in another.
Zoom triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Tool to delete a contact by their cell number. use when you need to remove a contact from dripcel after confirming the msisdn.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Dripcel Campaigns
Tool to retrieve a list of all campaigns. use after authenticating when you need to paginate or filter campaigns.
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
Get current credit balance
Tool to get current credit balance. use after authenticating and when you need to verify account balance before credit-consuming operations.
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
Get Deliveries
Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
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
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
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
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Dripcel Post Compliance Send
Tool to check a list of cell numbers against campaign targeting criteria. use when ensuring suppliers comply with your campaign rules before sending messages.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Search replies based on filters
Tool to search replies based on filters. use when you need to find replies by id, campaign, date range, or content.
Connect any two apps with Notis in the middle.
Zoom and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dripcel.