Create Dynamics opportunities from new Zoom participants
Recognize buying conversations when new stakeholders enter the room.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
A new decision maker can signal an opportunity, but the CRM pipeline is not updated.
- Spot buying signals sooner
- Record stakeholder context
- Reduce missed expansion opportunities
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dynamics365 in Notis once.
- 2Create an automation named Participant to opportunity.
- 3Tell Notis to create an opportunity when a new participant matches your buying signal rules, using the meeting and organization context.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one qualifying participant event.
Questions about this workflow
Can a participant alone prove an opportunity?
No. Use your own criteria and ask Notis to create opportunities only when the available context supports it.
Can it link the opportunity to an account?
Yes, when a matching Dynamics account can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Dynamics365. A trigger fires from one place; an action lands in another.
Zoom triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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 Contact
Creates a new contact entity record in dynamics crm using the web api.
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 Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Zoom and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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