Create a Zoom meeting when a Calendly event meeting matching specific conditions is scheduled

■Overview

After scheduling an appointment in Calendly, do you find it time-consuming to manually create a Zoom meeting and share the URL?
Manually generating URLs can also lead to mistakes or missed connections. With this workflow, whenever an appointment that meets specific conditions is created in Calendly, a Zoom meeting is created automatically. Eliminate the time and errors associated with manual work and streamline your scheduling process.

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■Recommended for

• Sales and recruiting professionals who manually generate Zoom URLs for appointments booked through Calendly
• Anyone who wants to prevent human errors, such as incorrect URL sharing or missed URL generation, when connecting Calendly and Zoom
• Anyone looking to automate the entire workflow, from scheduling appointments to setting up online meetings

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■Benefits of using this template

• When an appointment is created in Calendly, a Zoom meeting is automatically created based on the specified conditions, reducing the time previously spent on manual tasks.
• Reduce the risk of human errors, such as missed meeting creation or incorrect URL sharing, and improve operational accuracy.

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■Workflow

1. First, connect Calendly and Zoom to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an appointment is registered.”
3. Then, configure branching in the operation and specify the conditions for appointments that should trigger automatic meeting creation.
4. Finally, set the Zoom “Create a meeting” action in the operation so that a meeting is created when the specified conditions are met.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger starts.

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■Customization options

• In the Calendly trigger settings, enter the URI of the organization you want to connect.
• In the branching settings, you can specify conditions for automatically creating meetings, such as a specific event type.
• For the Zoom action that creates a meeting, enter the email address of the account you want to set as the meeting host.

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■Notes

• Connect both Calendly and Zoom to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.