
When this happens...
New Meeting
New Meeting Registrant

Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Zoom meeting is created.
Triggers when a new registrant is added to a meeting.
Triggered when a document is manually cancelled.
Triggered when a new signer is added to a document.
Triggers when new document is uploaded in the clicksign.
Triggers when a document is manually finalized.
Action is the task that follows automatically within your Zoom integrations.
Creates a meeting for a user
Returns the details of the meeting by meeting ID
List all upcoming meetings
Updates a meeting details by meeting id
Deletes a meeting
Adds a registrant to a meeting

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To start, connect both your Zoom and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Zoom data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoom and Clicksign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
Learn MoreClicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
Learn More