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"Creating a Zoom meeting URL every time and sharing it on Microsoft Teams feels like a hassle," "It's tough to repeatedly adjust schedules and send notifications for every meeting." Do you have these concerns? By integrating Microsoft Teams and Zoom, you can automate these tasks, but many might feel that "the setup seems difficult" or "it might be impossible without being an engineer."
<span class="mark-yellow">In this article, we will introduce how to easily achieve integration between Microsoft Teams and Zoom using the no-code tool Yoom.</span>
For example, you can easily set up a convenient flow such as "automatically creating a Zoom meeting and sending a notification when a specific message is posted on Microsoft Teams" with intuitive operations!
If you want to make daily meeting preparations and information sharing smoother, please read to the end.
By using Yoom, you can easily integrate Microsoft Teams and Zoom without any code.
Yoom provides templates for integrating Microsoft Teams and Zoom in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Microsoft Teams and Zoom, you can automatically transfer data from Microsoft Teams to Zoom!
For example, you can automatically execute data transfers like the ones below without human intervention.
This flow is recommended for those who find creating Zoom meetings cumbersome.
<span class="mark-yellow">Since Zoom meetings are created automatically, you can expect improved work efficiency!</span>
When the meeting details are posted in a Microsoft Teams channel, a Zoom meeting is issued.
By checking the meeting details, you can save the hassle of issuing and scheduling a Zoom meeting yourself!
Let's get started by creating a flow that integrates Microsoft Teams and Zoom!
This time, we will use Yoom to proceed with the integration of Microsoft Teams and Zoom without any coding.
If you do not have a Yoom account yet, please issue an account from the Yoom registration form.
[What is Yoom]
This time, we will create a flow bot that "creates a meeting in Zoom and notifies it when a message with specific conditions is posted in Microsoft Teams"!
The creation process is broadly divided into the following steps.
First, register your apps with Microsoft Teams and Zoom.
Click "Add" on the right from "My Apps" on the left.
After clicking "Add," search for "Microsoft Teams" from the app list.
When the following screen appears, sign in to your Microsoft365 account.
If you don't have an account, please create one.
Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business).
If you are not subscribed to the general business plan, authentication may fail, so please check.
This completes the registration of My Apps!
After clicking "Add," search for Zoom (OAuth) from the app list.
Refer to this article to enter the Client ID and Client secret, then click "Add" to proceed.
When the following screen appears, click "Allow."
If "Zoom" appears in My Apps, the integration is complete.
From here, let's start creating the flow bot!
First, copy the template below.
Click "Try it" on the banner.
When the following screen is displayed, click "OK" to proceed to the next step.
Next, click "When a message is sent to the channel".
When the following screen appears, check the account information and proceed to the next step.
Next is the API connection settings for the app trigger.
Set the "Trigger Interval" according to your business needs.
The trigger timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Also, depending on your plan, the shortest interval for setting triggers may vary, so be sure to check that!
It is generally recommended to use the shortest activation interval for that plan.
Select the "Team ID" from the options.
Select the "Channel ID" from the options.
When a message is posted to the specified channel, the flow will be activated.
Once the settings are complete, perform a test.
Let's post a test message on Microsoft Teams.
Try posting a test message like the one below.
The key is to enter the "Start Date" in the format "20XX-XX-XXTXX:00:00".
If the following screen appears, the test is successful!
The following retrieved value can be referenced in future settings!
Finally, click "Save" to proceed to the next step.
※ The "Branch" operation is available with the Mini Plan or higher. Please note that using it with the Free Plan will result in an error.
※ Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can freely try out apps and features that are usually restricted, so be sure to take advantage of it.
Click "Command Operation".
Next, specify the branching conditions.
Set the "Retrieved value" as follows.
In this case, use "Message Content" obtained from the "When a message is sent to the channel" setting as the branch conditions.
Enter the "Branch Condition" using the following example as a reference.
Set the message content using words you commonly use, such as "meeting" or "conference".
Click "Extract Data from Text".
When the following screen appears, select the conversion type considering the character count of the Microsoft Teams message.
Next, set the details.
This is the setting to extract data from the text of messages posted on Microsoft Teams.
For "Target Text", select "Message Content" from the retrieved value.
It will extract text data from messages posted on Microsoft Teams.
For "Items to Extract", enter the following as a reference.
The extracted content can be used in subsequent meeting creation and message sending settings.
Make sure to extract the necessary information!
Perform a test.
If the following screen appears, the test is successful!
The following retrieved values can be referenced in future settings!
Click "Save" at the bottom to proceed to the next step.
Click "Create Meeting".
When the following screen appears, check the account information and proceed to the next step.
Next is the API connection settings.
Enter the "Email Address" of your Zoom account.
The topic is the part that becomes the title of the Zoom meeting.
For this setting, enter "Topic" from the retrieved value as "Title".
Select "Start Date and Time" from the retrieved value.
The start date and time of the Zoom meeting will be set.
For "Meeting Duration", it is recommended to enter the average duration of your usual meetings.
Enter the time you usually set.
Once the settings are complete, perform a test!
If the test is successful, check the "Scheduled Meetings" in My Meetings on Zoom.
If the meeting is scheduled as shown in the screen below, it's OK!
The following retrieved values can also be referenced.
Click "Save" to proceed to the next step.
Next, click "Reply to Channel Message".
Check the following screen and proceed to the next step.
Next is the API connection settings.
Select the "Team ID" from the options.
Select the "Channel ID" from the options.
Since this is a reply to the message set in Step 3, it is recommended to use the channel specified in Step 3.
You can also create a dedicated notification channel and set it to notify there!
Select the "Message ID" from the retrieved value.
This is a reference to the value obtained from "When a message is sent to the channel".
Enter the "Message" using the following example as a reference.
After "Meeting created", you might want to add a phrase like "Please check.".
Select the "Invitation Link" and "passcode" from the retrieved value.
Set mention information and attachment information as needed, similar to Step 3.
Perform a test.
If the test is successful, check if the reply is made on Microsoft Teams.
A notification of meeting creation is made in the form of a reply to the initial post.
Finally, click "Save" at the bottom to proceed to the next step.
When the following screen appears, click "Trigger ON"!
All settings are now complete!
This time, we introduced how to link data from Microsoft Teams to Zoom, but if you want to link data from Zoom to Microsoft Teams, please also use the following template.
If there is a confirmation after the Zoom meeting ends, information sharing within the team will proceed smoothly.
This flow is recommended for businessmen with subordinates.
This flow is recommended for those who find sharing Zoom recording files cumbersome. If you're in charge of taking minutes, please give it a try!
In addition to integration with Microsoft Teams, various business processes can be automated by utilizing the APIs of Zoom and Teams.
If you are interested in streamlining meeting scheduling and information sharing, please refer to the automation examples below!
By integrating Microsoft Teams with other tools, you can automate a wide range of tasks such as notifications, file management, translation, and AI analysis.
Reducing manual tasks can also improve work efficiency and prevent errors.
By combining Zoom with other tools, you can automate a wide range of tasks, from sharing recordings and automatically creating meeting minutes to scheduling meetings.
This will reduce the hassle of routine tasks and allow for smoother follow-up after meetings.
By integrating Microsoft Teams and Zoom, you can automate tedious tasks such as issuing meeting URLs and notifications, making your daily work much easier.
In this article, we introduced a no-code method to easily create a flow where "a meeting is created in Zoom and a notification is sent when a specific message is posted in Microsoft Teams."
Even if you're not confident in your programming knowledge, with Yoom, you can start using convenient integrations today. Why not register for free and introduce a little extra ease into your work?
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