When a lead is registered in Notion, create a meeting in Zoom and send the meeting information to the other party via Gmail.
When a lead is registered in Notion, create a meeting in Zoom and send the meeting information to the other party via Gmail.
Launch this workflow to connect
Zoom &
Gmail &
Notion
!
■Overview
This flow creates a meeting in Zoom when a lead is registered in Notion and sends the meeting information to the other party via Gmail.
■Recommended for
1. Those who use Zoom for business
・Those who use it for meetings with client companies
・Those who set up multiple meetings in a day
2. Those who utilize Notion's database
・Those who register client company information by status
・Those who register information to set up meetings
■Benefits of using this template
Zoom is a tool that facilitates smooth information sharing within a team by recording meetings.
However, manually creating a meeting in Zoom from lead information registered in Notion and contacting the other party each time can be time-consuming and may lead to decreased customer satisfaction.
This flow significantly reduces manual work by automatically creating a meeting in Zoom when a lead is registered and automatically sending the generated link to the other party.
By eliminating manual work, you can avoid the risk of human error and accurately complete meeting setups and email sending.
Additionally, using the time saved from these tasks for other work can lead to smoother overall operations.
■Notes
・Please integrate Notion, Zoom, and Gmail with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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About the Apps
Templates using
Zoom
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Templates using
Gmail
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Templates using
Notion
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About the apps you use
Zoom
Yoom allows you to integrate with Zoom's API without any code, enabling the automation of various tasks. For example, you can automatically create meeting URLs and send them to participants via email, or retrieve participant information from webinars conducted on Zoom into Yoom's database via the API.
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After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.
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Gmail
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Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a meeting is created (Webhook)
When a meeting has ended
When a conversation is created
When a meeting is deleted (Webhook)
When a participant joins a meeting before the host (Webhook)
When recordings for the specified host are completed (Webhook)
When a recording transcript is completed (Webhook)
When a webinar is created (Webhook)
When a webinar ends (Webhook)
When a webinar attendee submits a survey response (Webhook)
When a webinar registration is created (Webhook)
When a webinar registration is canceled (Webhook)
When an attendee or participant joins a webinar (Webhook)
When all users' recordings have completed (Webhook)
When a meeting is created
When a message is posted in chat
When a file is posted in Team Chat
When an email matching specific keywords is received
Flowbot operations
Create Meeting (Deprecated)
Edit Meeting Details (Deprecated)
Create Recurring Meeting (Daily) (Deprecated)
Create Recurring Meeting (Monthly) (Deprecated)
Create Recurring Meeting (Weekly) (Deprecated)
Edit Recurring Meeting (Daily) Details (Deprecated)
Edit Recurring Meeting (Monthly) Details (Deprecated)
Edit Recurring Meeting (Weekly) Details (Deprecated)
Get meeting list
Get webinar list
Get webinar registrant list
Get meeting recording information
Add webinar registrant
Download meeting recording files
Add user
Delete user
Assign or remove user licenses
Get user information
Flowbot triggers
When a meeting is created (Webhook)When a meeting has endedWhen a conversation is createdWhen a meeting is deleted (Webhook)When a participant joins a meeting before the host (Webhook)When recordings for the specified host are completed (Webhook)When a recording transcript is completed (Webhook)When a webinar is created (Webhook)When a webinar ends (Webhook)When a webinar attendee submits a survey response (Webhook)When a webinar registration is created (Webhook)When a webinar registration is canceled (Webhook)When an attendee or participant joins a webinar (Webhook)When all users' recordings have completed (Webhook)When a meeting is createdWhen a message is posted in chatWhen a file is posted in Team Chat
Flowbot operations
Create Meeting (Deprecated)Edit Meeting Details (Deprecated)Create Recurring Meeting (Daily) (Deprecated)Create Recurring Meeting (Monthly) (Deprecated)Create Recurring Meeting (Weekly) (Deprecated)Edit Recurring Meeting (Daily) Details (Deprecated)Edit Recurring Meeting (Monthly) Details (Deprecated)Edit Recurring Meeting (Weekly) Details (Deprecated)Get meeting listGet webinar listGet webinar registrant listGet meeting recording informationAdd webinar registrantDownload meeting recording filesAdd userDelete userAssign or remove user licensesGet user informationDelete meeting cloud recording dataGet conversation detailsGet meeting detailsEdit recurring meeting (monthly)Create recurring meeting (monthly)Create meetingEdit meetingCreate Recurring Meeting (Daily)Edit Recurring Meeting (Daily)Create Recurring Meeting (Weekly)Edit Recurring Meeting (Weekly)Delete Specific Cloud Recording Data of a MeetingEnable / Disable User Account and Change Working StatusList Team Chat channelsCreate a Team Chat channelCreate a Team Chat shared spaceInvite members to a Team Chat channelUpdate Team Chat channelCreate Team Chat mention groupAdd members to Team Chat mention groupSearch Team Chat messages and shared filesSend Team Chat messageDelete Team Chat messageUpload file to Team Chat
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)More inspiration for you
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