
When this happens...
New Meeting
New Meeting Registrant

Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
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.
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
Registers an attendee for a specified Zoom meeting and returns the registration confirmation.

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To start, connect both your Zoom and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Zoom data is recorded in Plumsail Documents. This includes choosing which data fields go into which fields of Plumsail Documents, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom and Plumsail Documents 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 Plumsail Documents. 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 MorePlumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
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