When a lead is registered in Google Sheets, create a meeting in Zoom and send the meeting information to the other party via Gmail.
When a lead is registered in Google Sheets, create a meeting in Zoom and send the meeting information to the other party via Gmail.
Launch this workflow to connect
Zoom &
Gmail &
Google Sheets
!
■Overview
This flow creates a meeting in Zoom and sends the meeting information to the other party via Gmail when a lead is registered in Google Sheets.
■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 Google Sheets
・Those who register information by dividing client companies by status on each sheet
・Those who manage detailed information of leads
■Benefits of using this template
Zoom is a tool that allows easy communication by setting up meetings.
However, manually creating a meeting in Zoom from registered lead information and contacting the other party each time poses a risk of human error.
This flow automatically creates a meeting in Zoom from the registered lead information and sends the generated link to the other party, avoiding human errors from manual work.
Avoiding human errors helps maintain the accuracy of registered information and streamlines operations.
Additionally, automating the series of tasks reduces the manual effort and time, making the overall team operations smoother.
■Notes
・Please integrate Google Sheets, 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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Gmail
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Templates using
Google Sheets
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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
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
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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 row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columnsMore inspiration for you
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