Build partner context when a Zoom webinar is created
Bring the right supplier and customer context into webinar planning.
Trigger
New Webinar Created
Triggers when a new webinar is created for a user.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Webinar planning starts without a current partner list, slowing outreach and coordination.
- Speed up event planning
- Keep supplier and customer context current
- Reduce manual partner searches
Setup
Build it in a few focused steps.
- 1Connect Zoom and Boxhero in Notis once.
- 2Create an automation asking for partners relevant to the webinar topic.
- 3Pick New Webinar Created as the trigger.
- 4Choose a report channel and test with one webinar.
Questions about this workflow
Can I filter suppliers or customers?
Yes. State the partner type you want in the instruction.
Does it create webinar contacts in Boxhero?
No. It lists existing Boxhero partners.
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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