Integration

Connect Zoom to PandaDoc

When something happens in Zoom, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.

Zoom15 triggersZoom17 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Zoom and PandaDoc to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Zoom and PandaDoc

Triggers and actions 18 triggers · 36 actions

Trigger
Meeting ended
Triggered when a meeting ends.
Trigger
Meeting participant joined
Triggers when a participant joins a meeting.
Trigger
Meeting registration cancelled
Triggered when a meeting registration is cancelled.
Trigger
Meeting started
Triggered when a meeting starts.
Trigger
New recording completed
Triggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)
Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)
Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrant
Triggers when a new registrant is added to a Webinar.
Trigger
Recording completed
Triggered when a recording completes.
Trigger
Upcoming meeting
Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)
Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)
Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)
Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar ended
Triggered when a webinar ends.
Trigger
Webinar started
Triggered when a webinar starts.
Action
Add meeting registrant
Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meeting
Creates a new meeting.
Action
Delete meeting
Deletes the specified meeting.
Action
End meeting
Immediately ends a meeting.
Action
Find meeting by agenda
Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrants
Returns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection mode
Returns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meeting
Outputs details for the specified meeting.
Action
Get meeting registrant
Returns details for the specified registrant in the specified meeting.
Action
Get user
Returns a Zoom user's profile and settings by user ID or email.
Action
Get user settings
Outputs all settings for the specified user.
Action
List cloud recordings
Lists cloud recordings for a Zoom user within a date range.
Action
List meetings
Lists a Zoom user's scheduled, live, or upcoming meetings.
Action
List users
Lists the users on the Zoom account.
Action
Update meeting
Updates an existing meeting.
Action
Update meeting registrant status
Updates a registrant's status for the specified meeting.
Action
Update user settings
Updates the specified user's settings.
Trigger
Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
Trigger
Document completed (instant)
Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.
Trigger
Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contact
Creates a new contact.
Action
Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document link
Generates a shareable session link for a recipient to view/sign a document.
Action
Delete contact
Deletes a contact by ID.
Action
Delete document
Deletes a document by ID.
Action
Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
Action
Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered data
Emits arrays of field and token names and values for the specified document.
Action
Get document status
Returns the current status of a document by ID.
Action
Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contacts
Lists contacts in the workspace.
Action
List documents
Lists documents, optionally filtered by status, template, folder, or search query.
Action
List folders
Lists document folders.
Action
List members
Lists workspace members (users).
Action
List templates
Lists available document templates.
Action
Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contact
Updates an existing contact by ID.

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The other way round: PandaDoc to Zoom