Turn Zoom meeting summaries into follow-up drafts
Give every useful meeting a clear next step. Notis can turn the Zoom summary into a HubSpot email draft for you to review.
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
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
After a call, important decisions and follow-up tasks can get buried while you switch between meeting notes and your CRM.
- Start follow-up from the meeting summary instead of a blank draft.
- Keep key decisions and next steps visible in HubSpot.
- Review the draft before sending.
Setup
Build it in a few focused steps.
- 1Connect Zoom and HubSpot once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis to draft a HubSpot marketing email using the Zoom meeting summary, including decisions and next steps, for review before sending.
- 4Pick the Zoom Meeting Summary Created or Updated trigger and choose where run reports should go.
- 5Test the automation with one real meeting summary.
Questions about this workflow
Does this send the email automatically?
No. The HubSpot action creates a marketing email draft. Review it in HubSpot before sending.
What does the workflow use as its source?
It uses the summary returned by Zoom when a meeting summary is created or updated. This trigger requires a paid Zoom account and AI Companion enabled.
Can it include details that are missing from the summary?
Not unless you provide those details in the instruction or another available source. Notis can only use information returned by the connected apps or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Hubspot. A trigger fires from one place; an action lands in another.
Zoom triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
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
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
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
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
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
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Zoom and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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