Check paperwork when participants change
Keep the contract status visible as new stakeholders enter the conversation.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Signature Request
Retrieves the current status and complete details of a signature request by ID. Use this action to: - Check if signers have viewed, signed, or declined the request - Get signer information and signature timestamps - Access form field responses and custom field values - Retrieve URLs for document downloads and management - Monitor signature request progress and completion status Returns detailed information including signer names, emails, signing status, custom fields, response data, attachments, and signing options. Handles errors gracefully with structured error responses for invalid or non-existent signature request IDs.
Why this helps
A new participant can change who needs to approve or sign, but status checks happen late.
- Surface pending signatures sooner
- Reduce missed stakeholders
- Keep meeting context connected to status
Setup
Build it in a few focused steps.
- 1Connect Zoom and Dropbox Sign in Notis.
- 2Create an automation for participant-driven status checks.
- 3Tell Notis to retrieve the related signature request and summarize signer status when a new participant appears.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant record.
Questions about this workflow
Does this add the participant as a signer?
No. This workflow checks status; adding or changing signers requires a separate instruction and supported action.
What if no related request exists?
Notis can report that no matching request was found for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Dropbox sign. A trigger fires from one place; an action lands in another.
Zoom triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
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
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
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
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
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
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
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
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Zoom and Dropbox sign, 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 Dropbox sign.