Create Zoom meetings when DocuSign envelopes are sent or completed
Effortlessly coordinate meetings when documents are signed or completed in DocuSign with this time-saving workflow. Once an envelope is sent or finished in DocuSign, it instantly schedules a new meeting in Zoom, making it easy for you to manage and track important document signings while also organizing your virtual gatherings. Keep your team informed and your meetings organized without any manual effort.
Effortlessly coordinate meetings when documents are signed or completed in DocuSign with this time-saving workflow. Once an envelope is sent or finished in DocuSign, it instantly schedules a new meeting in Zoom, making it easy for you to manage and track important document signings while also organizing your virtual gatherings. Keep your team informed and your meetings organized without any manual effort.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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Status
Add certificate of completion?
Download form data?
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Apply template ID?
Brand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
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New Folder
Triggers when a new folder is created.
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Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
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