Find paperwork affected by webinar changes
See every agreement that may need attention after an event edit.
Trigger
Webinar Details Changed
Triggers when a Zoom webinar's details change. Detects changes such as: - Topic updates - Start time changes - Agenda modifications - Duration changes - Settings updates (host video, registration type, audio options, etc.) - Status changes - Occurrence updates for recurring webinars - Recurrence pattern changes
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
A changed webinar schedule creates scattered document checks and missed updates.
- Create a focused impact list
- Reduce manual searching
- Prioritize document updates
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation that lists related BoldSign documents and reports which ones are affected by the webinar change.
- 3Pick Zoom Webinar Details Changed as the trigger.
- 4Choose a report channel and test with one changed webinar.
Questions about this workflow
Does this edit the documents?
No. It retrieves and filters documents so you can review the impact before editing.
Can it focus on one webinar occurrence?
Yes, instruct Notis to use the occurrence details available in the trigger.
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
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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