Turn Zoom meeting summaries into a customer order snapshot
Give every customer conversation the order context it deserves.
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
Get Orders by Email
Tool to search for orders by e-mail address. use when you need to retrieve all orders linked to a specific customer email in baselinker.
Why this helps
Teams enter calls without a quick view of what the customer has already bought or still has open.
- Prepare faster for customer follow-ups
- See prior orders without manual searching
- Make summaries more actionable
Setup
Build it in a few focused steps.
- 1Connect Zoom and Baselinker once in the Notis portal.
- 2Create an automation that reads the meeting summary and searches Baselinker for the supplied customer email, then reports the relevant orders.
- 3Pick Zoom Meeting Summary Created or Updated as the trigger.
- 4Choose where run reports should go and test with one real meeting summary.
Questions about this workflow
What if the summary has no customer email?
Tell Notis to report that the email is missing and avoid guessing. You can provide another verified identifier in the automation prompt.
Is a paid Zoom plan required?
Yes. Zoom meeting summaries require a paid Zoom account with AI Companion enabled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Baselinker. A trigger fires from one place; an action lands in another.
Zoom triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Inventory Documents
Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
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 Inventory Document Series
Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
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 Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
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 Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
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 New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
Zoom and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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