Update Documenso Recipients from Zoom Participants
Keep the signer list accurate after the call.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
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
The person who attended the meeting is sometimes missing or outdated in the agreement.
- Keep signer records current
- Reduce incorrect recipient details
- Avoid manual participant lookup
Setup
Build it in a few focused steps.
- 1Connect Zoom and Documenso once in Notis.
- 2Create an automation describing how to match the participant to the related document recipient.
- 3Pick New Meeting Participant as the trigger.
- 4Choose where run reports go and test with one participant record.
Questions about this workflow
Can it change signing order?
Yes. The action supports recipient name, email, role, signing order, and authentication updates.
What if there is no matching document?
Instruct Notis to report the unmatched participant for review instead of updating a document.
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.
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Webhook trigger
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Daily Usage Report Changed
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Meeting Details Changed
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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
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New Meeting Created
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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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No card. Works with personal or business Documenso.