Integrating Zoom with PandaDoc by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Zoom and PandaDoc
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Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Integrations for PandaDocIt's easy to connect Zoom + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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New MeetingTriggers when a new Meeting or Webinar is created.
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New Meeting Created Instant
Triggers when new meeting created
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New Participant Joined Meeting Instant
Triggers when new participant joined meeting
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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Document CompletedTriggers when a document is completed.
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Document Paid
Triggers when a document is paid.
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Document Sent
Triggers when a document is sent.
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Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- Actions
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Create Meeting
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
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Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
How Zoom & PandaDoc Integrations Work
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Step 1: Choose Zoom as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PandaDoc as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoom to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.