Create a Zoom meeting when an event is scheduled in Calendly

■Overview

Do you find it time-consuming to manually create a Zoom meeting and send the URL every time a meeting is scheduled in Calendly?
As the number of meetings increases, these tasks can become a significant burden and lead to errors such as failing to generate a URL or sending the wrong one.
With this workflow, you can connect Calendly and Zoom to automatically create a Zoom meeting when an event is scheduled, streamlining these manual tasks.

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■Who Should Use This Template

• Anyone who manually creates Zoom meetings after scheduling events in Calendly
• Anyone who wants to prevent human errors such as missing or incorrectly sharing meeting URLs
• Anyone who wants to connect Calendly and Zoom to build a smoother workflow

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■Benefits of Using This Template

• Zoom meetings are created automatically when an event is scheduled in Calendly, reducing the time spent on manual tasks.
• Since you no longer need to manually generate or share URLs, you can prevent human errors such as incorrect settings or missed sharing.

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■Flowbot Steps

1. First, connect Calendly and Zoom to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an event is scheduled.”
3. Finally, select Zoom as the operation and set the action to “Create a meeting.” A meeting will then be created automatically based on the event scheduled in Calendly.

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■Customization Options

• In the Calendly trigger settings, specify the URI of the organization you want to connect.
• For the Zoom action that creates a meeting, specify the email address of the user you want to set as the host.

*“Trigger”: An action that initiates the flow. “Operation”: An action performed within the flow after the trigger starts.

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■Notes

• Connect both Calendly and Zoom to Yoom.