Create an embedded signing link from meeting decisions
Put the approval step exactly where your team already works.
Trigger
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
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Meeting decisions require a separate document preparation step before anyone can sign.
- Reduce handoff friction
- Keep signing inside your product flow
- Act on meeting decisions faster
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation that prepares a BoldSign embedded request link from the relevant meeting summary.
- 3Pick Zoom Meeting Summary Created or Updated as the trigger.
- 4Choose a report channel and test with one eligible summary.
Questions about this workflow
Is the link sent automatically?
The action creates the embedded request link; your instruction can tell Notis where to report it.
What details are needed?
Provide the title, signer rules, and document source in the automation instruction.
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.
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Webhook trigger
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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
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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
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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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