Connect Zoom for development and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
Participant Joins Meeting
Meeting Is Created
Meeting Ends
New Meeting Summary
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Ready to use Zoom for development and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Participant Joins Meeting
Runs when participant joins
Meeting Is Created
Runs when meeting is created
Meeting Ends
Runs when meeting ends
New Meeting Summary
Runs when summary is available
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
Do thisActions
Action is the task that follows automatically within your Zoom for development integrations.
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
Delete Document
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signatory
Permanently delete a signatory.
List Documents
Get list of all documents of clicksign using envelope id.
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Frequently Asked Questions
To start, connect both your Zoom for development and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom for development triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Zoom for development 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 for development 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 for development 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.
About Zoom for development
API and integration access for Zoom in development environments to schedule, join, and manage meetings.
Learn MoreAbout Clicksign
Clicksign 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
