Update Dynamics opportunities from Zoom summaries
Make every summarized sales conversation improve the opportunity record.
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
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Important decisions and risks remain in summaries instead of the opportunity timeline.
- Keep opportunity history current
- Capture risks and commitments
- Improve handoff quality
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dynamics365 in Notis once.
- 2Create an automation named Summary to opportunity update.
- 3Tell Notis to find the related opportunity and add decisions, risks, commitments, and next steps from each updated summary.
- 4Pick Meeting Summary Created or Updated as the trigger and choose a report channel.
- 5Test with one real meeting summary.
Questions about this workflow
Can it preserve previous summary updates?
Ask Notis to append dated notes instead of replacing existing opportunity context.
Is a paid Zoom plan required?
Yes, Zoom meeting summaries require a paid plan with AI Companion enabled.
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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