Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Create Catalog Item
Create a new catalog item.
Create Content Library Item
Creates Content Library Item
Create Document
Creates a document from a templates.
Send Document
Send a document.
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.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
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.
Document Completed
Triggers when a document is completed.
Document Paid
Triggers when a document is paid.
Document Sent
Triggers when a document is sent.
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Create Catalog Item
Create a new catalog item.
Create Content Library Item
Creates Content Library Item
Create Document
Creates a document from a templates.
Send Document
Send a document.
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.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
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.
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
What Is Zoom?
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.
How PandaDoc and Zoom Integrations Work?
The integration between PandaDoc and Zoom is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between PandaDoc and Zoom. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between PandaDoc and Zoom secure?
While assessing the security of integrating PandaDoc with Zoom, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the PandaDoc-Zoom integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by PandaDoc and Zoom integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on March 16, 2025, 8:41 am
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