Make the right contact easy to reach for a new meeting
A new meeting may call for a quick introduction or point of contact. Notis can share a relevant contact card in WhatsApp when that information is available.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Send contacts
Send contacts whatsapp number. note: the message will be delivered to the recipient only if they have initiated a conversation first.
Why this helps
People often have to ask around for the right contact after a meeting is set up.
- Make a useful contact easy to save
- Reduce back-and-forth to find the right person
- Pair meeting setup with a practical introduction
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 the specified relevant contact when a new Zoom meeting is created. Provide contact details if Zoom does not supply them.
- 4Pick the Zoom New Meeting Created trigger and choose where run reports go.
- 5Test with one real meeting and verify the contact details and WhatsApp recipient. The recipient must have initiated a conversation first.
Questions about this workflow
Does Zoom provide a contact card in the meeting creation event?
Do not assume it does. Provide the contact details or use details available to the automation.
Can this send to an attendee who has not messaged us?
No. WhatsApp delivers a contact message only if the recipient has initiated a conversation first.
What contact is most useful to share?
Choose a point of contact relevant to the meeting, such as the host or coordinator, and make sure the details are accurate.
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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