Prepare item follow-up for new Zoom participants
Give every new stakeholder the inventory context they need.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Items
Tool to list items. Use when fetching products with optional location filters and pagination.
Why this helps
New participants often leave without a clear view of the items they need to review.
- Reduce repeated context sharing
- Surface relevant products quickly
- Support clearer follow-up ownership
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boxhero in Notis once.
- 2Create an automation describing which items the participant should review.
- 3Pick New Meeting Participant as the trigger.
- 4Choose where reports go and test with one participant event.
Questions about this workflow
Can it message the participant?
This workflow prepares the Boxhero data and report; delivery follows the report channel you select.
Can it list items by location?
Yes. Include a location filter in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boxhero. A trigger fires from one place; an action lands in another.
Zoom triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.
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 Item
Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.
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 Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
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 Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
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 Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Linked Team Info
Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
Zoom and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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