Refresh Documenso Signer Details from Zoom User Changes
Keep signer identity details current across connected work.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
Profile changes can leave active agreements pointing to outdated contact information.
- Reduce failed signing invitations
- Keep contact details accurate
- Lower recurring admin work
Setup
Build it in a few focused steps.
- 1Connect Zoom and Documenso once in Notis.
- 2Create an automation explaining how to identify affected recipients and update their details.
- 3Pick User Information Changed as the trigger.
- 4Choose a report channel and test with one profile change.
Questions about this workflow
Can this update email addresses?
Yes. The recipient action supports changing the recipient email.
Will it alter completed documents?
Tell Notis to update only active documents with pending recipients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Documenso. A trigger fires from one place; an action lands in another.
Zoom triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
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
Delete Template
Tool to delete a template by ID.
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
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Zoom and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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