"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."
In this article, we will introduce how to easily achieve integration between Microsoft Teams and Zoom using the no-code tool Yoom.
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.
For those who want to try it quickly
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.
When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and send a notification.
■Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and notify' is a business workflow that streamlines communication and meeting coordination. For example, when a message containing specific keywords is posted within Teams, a Zoom meeting is automatically created, and the meeting link is notified, enabling quick meeting setup. This eliminates the hassle of manually setting up meetings and sharing links, allowing the team to collaborate more efficiently.
■Recommended for - Team leaders and administrators who regularly use Microsoft Teams and Zoom - Business users who want to quickly set up meetings in response to specific triggers in chat - Those who feel that manual meeting setup and link sharing take up time and want to improve work efficiency - Executives and project managers who want to smoothen team communication and promote quick decision-making
■Notes - Please integrate both Microsoft Teams and Zoom with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
What You Can Do by Integrating Microsoft Teams and Zoom
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.
Create and Notify a Zoom Meeting When a Message with Specific Conditions is Posted in Microsoft Teams
This flow is recommended for those who find creating Zoom meetings cumbersome. Since Zoom meetings are created automatically, you can expect improved work efficiency!
When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and send a notification.
■Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and notify' is a business workflow that streamlines communication and meeting coordination. For example, when a message containing specific keywords is posted within Teams, a Zoom meeting is automatically created, and the meeting link is notified, enabling quick meeting setup. This eliminates the hassle of manually setting up meetings and sharing links, allowing the team to collaborate more efficiently.
■Recommended for - Team leaders and administrators who regularly use Microsoft Teams and Zoom - Business users who want to quickly set up meetings in response to specific triggers in chat - Those who feel that manual meeting setup and link sharing take up time and want to improve work efficiency - Executives and project managers who want to smoothen team communication and promote quick decision-making
■Notes - Please integrate both Microsoft Teams and Zoom with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Issue a Zoom Meeting URL from Microsoft Teams Meeting Details
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!
Generate a Zoom meeting URL from the meeting details in Microsoft Teams.
Let's Create a Microsoft Teams and Zoom Integration Flow!
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.
Integration of My Apps in Microsoft Teams and Zoom
Copy the template
Set triggers and actions
Set the trigger to ON and complete the preparation for flow operation
When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and send a notification.
■Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and notify' is a business workflow that streamlines communication and meeting coordination. For example, when a message containing specific keywords is posted within Teams, a Zoom meeting is automatically created, and the meeting link is notified, enabling quick meeting setup. This eliminates the hassle of manually setting up meetings and sharing links, allowing the team to collaborate more efficiently.
■Recommended for - Team leaders and administrators who regularly use Microsoft Teams and Zoom - Business users who want to quickly set up meetings in response to specific triggers in chat - Those who feel that manual meeting setup and link sharing take up time and want to improve work efficiency - Executives and project managers who want to smoothen team communication and promote quick decision-making
■Notes - Please integrate both Microsoft Teams and Zoom with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
First, register your apps with Microsoft Teams and Zoom.
Click "Add" on the right from "My Apps" on the left.
Register My Apps for Microsoft Teams
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!
Register My Apps for Zoom
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.
Step 2: Copy Template
From here, let's start creating the flow bot!
First, copy the template below. Click "Try it" on the banner.
When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and send a notification.
■Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a meeting on Zoom and notify' is a business workflow that streamlines communication and meeting coordination. For example, when a message containing specific keywords is posted within Teams, a Zoom meeting is automatically created, and the meeting link is notified, enabling quick meeting setup. This eliminates the hassle of manually setting up meetings and sharing links, allowing the team to collaborate more efficiently.
■Recommended for - Team leaders and administrators who regularly use Microsoft Teams and Zoom - Business users who want to quickly set up meetings in response to specific triggers in chat - Those who feel that manual meeting setup and link sharing take up time and want to improve work efficiency - Executives and project managers who want to smoothen team communication and promote quick decision-making
■Notes - Please integrate both Microsoft Teams and Zoom with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available with the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
When the following screen is displayed, click "OK" to proceed to the next step.
Step 3: Set the App Trigger
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.
Step 4: Set the Branch
※ 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".
Step 5: Set Data Extraction from Text
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.
Step 6: Set Meeting Creation
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.
Step 7: Set to Reply to Messages Posted in the Channel
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.
Step 4: Set Trigger Automation
When the following screen appears, click "Trigger ON"!
All settings are now complete!
If You Want to Link Zoom Data to Microsoft Teams
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.
Notify Microsoft Teams of Participant Information When a Zoom Webinar Ends
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.
Notify Microsoft Teams with participant information once the Zoom webinar ends.
■Overview The "Notify Participant Information to Microsoft Teams When Zoom Webinar Ends" workflow is a business workflow that automatically shares participant data to Microsoft Teams after a webinar. Manually transferring participant information from a webinar held on Zoom to Microsoft Teams is time-consuming and tedious. By automatically notifying participant information to Microsoft Teams after the webinar ends, you can share information smoothly. This is expected to improve efficiency and prevent mistakes.
■Recommended for ・Personnel who frequently hold Zoom webinars and find it tedious to share participant information ・Businessmen who use Microsoft Teams regularly and want to strengthen integration with other tools ・Team leaders who want to reduce errors associated with manual information transfer and automate business processes
■Notes ・Please integrate with both Zoom and Microsoft Teams through Yoom. ・The trigger allows you to select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Be aware that the minimum activation interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has both family and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
Other Automation Examples Using Microsoft Teams and Zoom APIs
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!
Automation Examples for Microsoft Teams
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People who want to efficiently manage daily message content and have quick access to necessary information ・Those who want to organize interactions with members and prevent shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview In environments where Microsoft Teams and Slack are used together, do you feel burdened by missed information checks or manual re-entry between tools? Missing important messages or sharing by copying and pasting each time causes communication delays and inefficiency. By using this workflow, posting a message to a specific Microsoft Teams channel can trigger an automatic notification to a designated Slack channel, facilitating smooth cross-tool information sharing.
■Who we recommend this template for ・Those who use both Microsoft Teams and Slack and want to eliminate omissions and effort in information sharing ・Those who feel challenges with smooth collaboration because different chat tools are used across departments or teams ・Those who want to automate manual information transfer and prevent communication loss
■Notes ・Please connect Yoom with both Microsoft Teams and Slack. ・Microsoft 365 (formerly Office 365) offers consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
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.
Once the Zoom meeting ends, automatically save the recording data to Dropbox.
■Overview The "Automatically save recording data to Dropbox after Zoom meeting ends" workflow leverages the integration of Zoom and Dropbox to streamline the management of meeting recordings. After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for ・Business professionals who frequently use Zoom and want to efficiently manage meeting recordings ・Team leaders who spend time saving and sharing recording data ・Companies already using Dropbox and looking to strengthen integration with other tools ・Administrators who want to automate data organization after meetings to improve work efficiency ・Those who want to reduce manual data saving tasks and focus on more creative work
■Notes ・Please integrate Zoom and Dropbox with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer here. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be aware. ・For details on the file size that can be handled by triggers and each operation, please check below. https://intercom.help/yoom/en/articles/9413924
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?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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