Find the Dynamics lead behind a Zoom recording
Get to the right CRM record as soon as a recorded conversation is ready.
Trigger
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
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Teams waste time searching Dynamics for the lead connected to a recording.
- Reduce CRM searching
- Speed post-call review
- Keep recordings tied to pipeline context
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dynamics365 in Notis once.
- 2Create an automation named Recording to lead lookup.
- 3Tell Notis to retrieve the matching Dynamics lead using the recording participants or meeting identifier and report the result with a follow-up summary.
- 4Pick Meeting Recording Changed as the trigger and choose a report channel.
- 5Test with one real recording change.
Questions about this workflow
What if multiple leads match?
Ask Notis to report all plausible matches and request a manual selection.
Does it change the lead?
No, this workflow retrieves and reports the record; choose an update action for changes.
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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