Connect Zoom for development and MyDocSafe 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 a Folder
Create a Portal
Create a Portal Group
Ready to use Zoom for development and MyDocSafe 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 is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Action is the task that follows automatically within your Zoom for development integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Zoom for development and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom for development triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Zoom for development data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom for development and MyDocSafe 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 MyDocSafe. 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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
