Deliver meeting recaps in an approved WhatsApp format
When Zoom updates a meeting summary, Notis can send a consistent recap through a pre-approved WhatsApp template.
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
Send template message
Send a template message to a whatsapp number.
Why this helps
Meeting summaries are useful only when they reach the right people in a format WhatsApp can deliver.
- Keep recap delivery consistent
- Use templates for messages outside the 24-hour window
- Share summary details without manually composing each notice
Setup
Build it in a few focused steps.
- 1Connect Zoom and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to send an approved WhatsApp template with relevant recap details from the Zoom summary.
- 4Pick the Zoom Meeting Summary Created or Updated trigger and choose where run reports go.
- 5Test with one real updated summary and verify the template is approved. Zoom requires a paid plan and AI Companion enabled for this trigger.
Questions about this workflow
What Zoom plans support the summary trigger?
The trigger requires Zoom Pro, Business, or Enterprise and AI Companion enabled in account settings.
Can I use any template?
Use a template that has been approved by WhatsApp. Template creation and approval are separate from sending.
Can the template include action items?
Include action items only when they are available in the Zoom summary and supported by the approved template content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Whatsapp. A trigger fires from one place; an action lands in another.
Zoom triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
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
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
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
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
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
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
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
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Zoom and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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