Match new meetings to proven Bolna batches
Choose outreach from what has already worked for the agent.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Fetch all batches by agent id
List all batches for agent
Why this helps
New meeting workflows often restart planning instead of reusing reliable calling sequences.
- Reuse existing outreach patterns
- Reduce planning effort
- Keep new meeting setup consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bolna in Notis once.
- 2Create an automation named Meeting batch history check.
- 3Tell Notis to fetch all batches for the specified Bolna agent when a Zoom meeting is created and recommend a suitable sequence.
- 4Pick the Zoom New Meeting Created trigger.
- 5Choose a report channel and test with one real meeting.
Questions about this workflow
Does it schedule a batch?
No. It lists the agent's batches and recommends the best fit.
Can the recommendation use meeting context?
Yes. Include the meeting purpose, audience, and timing in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Bolna. A trigger fires from one place; an action lands in another.
Zoom triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
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
Fetch all batches by agent id
List all batches for agent
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 all agents
List all agents
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 all phone numbers
List all phone numbers for your account
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 execution by id
Retrieve specific execution by `execution id`
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Make a phone call from agent
Initiate calls
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Zoom and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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