Review delegated paperwork for new attendees
Catch ownership and signing gaps as participants join the process.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Why this helps
New attendees can require delegated paperwork that no one remembers to inspect.
- Improve handoff visibility
- Find missing delegated paperwork
- Reduce manual lookups
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation to list relevant behalf documents and report matches or gaps for each new participant.
- 3Pick Zoom New Meeting Participant as the trigger.
- 4Choose a report channel and test with one participant event.
Questions about this workflow
Can this send a missing document?
This workflow checks behalf documents; add a separate sending instruction if your process requires it.
How are participants matched?
Provide the participant identifier or matching rule Notis should use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boldsign. A trigger fires from one place; an action lands in another.
Zoom triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Zoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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