Track your Zoom meetings in a spreadsheet
How this automation works
Getting a document signed is just the start of working with a customer. Use this Applet to automatically schedule follow ups or onboarding meetings with your customers, or to block off time on your calendar to work on a project for your new customer. When a DocuSign envelope is completed, this Applet will create a new Zoom meeting.
If
Envelope completed
Trigger ingredients
DocumentsUrl
EnvelopeId
EmailSubject
EmailBlurb
FirstRecipientName
FirstRecipientEmail
SenderName
SenderEmail
SenderUserId
CompletedAt
SentAt
CreatedAt
RecipientDataJson
Then
Create a meeting
Action fields
meeting_topic
meeting_datetime
meeting_duration
meeting_agenda
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Create your own Zoom and DocuSign workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
9 triggers, queries, and actions
Any scheduled meeting ends
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a scheduled meeting ends.
Any scheduled meeting starts
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a scheduled meeting starts.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Meeting created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a meeting is created.
Get meeting details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of a meeting.
List all meetings
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of all meetings
Create a meeting
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new meeting.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Any scheduled meeting ends
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a scheduled meeting ends.
Any scheduled meeting starts
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a scheduled meeting starts.
Create a meeting
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new meeting.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Get meeting details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of a meeting.
List all meetings
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of all meetings
Meeting created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a meeting is created.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Zoom and DocuSign
About Zoom
Zoom unifies cloud video conferencing, simple online meetings, and cross platform group chat into one easy-to-use platform.
Zoom unifies cloud video conferencing, simple online meetings, and cross platform group chat into one easy-to-use platform.
About DocuSign
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.