Add registrants to a Zoom webinar when you receive Outlook RSVP emails that match specific conditions
Add registrants to a Zoom webinar when you receive Outlook RSVP emails that match specific conditions
Launch this workflow to connect
Zoom &
Microsoft Outlook
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■Overview
Managing attendees for webinars—especially manually registering attendees in Zoom based on RSVP emails received in Outlook—can be time-consuming.
This workflow automatically reads emails that meet specific conditions in Outlook and adds registrants to the Zoom webinar, helping you run events more smoothly.
This workflow automatically reads emails that meet specific conditions in Outlook and adds registrants to the Zoom webinar, helping you run events more smoothly.
■Who This Template Is For
- Anyone who finds it tedious to manually register attendees in Zoom based on RSVP confirmation emails in Outlook
- Anyone looking to streamline webinar operations and reduce human error during the registration process
- Anyone who uses Outlook and Zoom regularly and is interested in automating workflows between them
■Benefits of Using This Template
- Automatically register attendees for a Zoom webinar based on information in RSVP emails received through Outlook, reducing the time and effort required for manual work.
- Prevent human errors such as overlooking emails or entering incorrect registration details in Zoom, enabling more accurate attendee management.
■Flowbot Steps
- First, connect Outlook and Zoom to Yoom.
- Set the Outlook trigger to “When an email with a specific subject is received,” then specify the subject and conditions used to identify webinar RSVP emails.
- Next, configure the “Branch” function to determine whether to proceed with subsequent actions based on the email content, such as “attending” or “participating.”
- Then, configure the AI feature’s “Extract data from text” action to extract the required information, such as the attendee’s name and email address, from the received email.
- Finally, configure Zoom’s “Add registrant to webinar” action to automatically register the attendee for the relevant webinar using the extracted information.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Outlook trigger settings, specify keywords in the subject or body of incoming emails as needed to accurately identify which emails should be automated.
- With the Branch function, you can freely configure and add conditions for branching based on your actual workflow.
- When extracting information from the email body using “Extract data from text,” you can customize the workflow by inserting message content retrieved by a previous action as a variable.
- For “Add registrant to webinar,” map information such as the name and email address extracted by the previous operation to the corresponding Zoom fields as variables.
■Notes
- Connect both Outlook and Zoom to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in your Flowbot will result in an error.
- Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted on the Free plan.
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