Give new meeting participants a Baselinker status brief
Make handoffs easier when someone new joins the customer or operations conversation.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Order Status List
Tool to retrieve a list of order statuses created in the baselinker order manager. use when you need to map status ids to human-readable names.
Why this helps
New participants often lack the status context needed to understand which orders need attention.
- Speed up handoffs
- Reduce confusion around status ids
- Create a shared follow-up vocabulary
Setup
Build it in a few focused steps.
- 1Connect Zoom and Baselinker once in the Notis portal.
- 2Create an automation that retrieves the Baselinker order status list after a new participant appears and explains the statuses relevant to the meeting.
- 3Pick Zoom New Meeting Participant as the trigger.
- 4Choose a report channel and test it with one participant event.
Questions about this workflow
Does the workflow change order statuses?
No. The available Baselinker action only retrieves the status list and supports a briefing.
Can it tailor the brief to a specific customer?
Yes, when the meeting event or your prompt supplies verified customer context.
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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