Look up related records when a participant appears
Find indexed context related to a meeting participant while the conversation is still fresh.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting’s report.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
It takes attention away from the meeting follow-up when you have to search several places for prior context about a participant.
- Look for related indexed records after a participant event.
- Keep the findings in your chosen report channel.
- Reduce manual context gathering for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Elasticsearch once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to search your specified Elasticsearch index for records related to each new participant using details available in the event.
- 4Choose the New Meeting Participant trigger and where run reports should go.
- 5Test with one real participant event.
Questions about this workflow
Does Zoom provide a participant's full history to this workflow?
The trigger is described as a new participant appearing in a past meeting's participant report. Search results depend on details available in that event and documents in your index.
Can this workflow add a CRM record?
No. The available Elasticsearch actions include searching and index inspection, but no record creation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Elasticsearch. A trigger fires from one place; an action lands in another.
Zoom triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Daily Usage Report Changed
Triggers when a daily usage report changes.
Query Index
Searches an Elasticsearch index for documents.
Meeting Details Changed
Triggers when a meeting’s details change.
Ping Cluster
Pings the cluster to check its connectivity and health.
Meeting Recording Changed
Triggers when a meeting’s cloud recordings change.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears.
New Meeting Created
Triggers when a new meeting is created.
Connect any two apps with Notis in the middle.
Zoom and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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