This automation scenario allows you to connect Microsoft Excel and Zoom
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Microsoft Excel and Zoom can also be integrated using automation tools other than integromat:
When this trigger fires in Microsoft Excel
Triggers when a new row is added to a worksheet.
Then this action happens in Zoom
Creates a meeting for a user.
This guide contains information on how to set up an automatic workflow that allows to Create a Zoom meeting from a new row in a Microsoft 365 Excel worksheet.
Part I
First, we need to connect Microsoft Excel and Zoom to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Connect Zoom to Make.com.
Give Make.com access to your Zoom account, using Zoom credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Microsoft Excel
Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).
Then set up an Action for Zoom
Choose this action: Create a Meeting (Creates a meeting for a user.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Excel and Zoom.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Zoom meeting from a new row in a Microsoft 365 Excel worksheet!
Meeting created (instant)
Meeting started (instant)
Recording completed (instant)
Meeting ended (instant)
Custom events
Triggers when a new registrant is added to a Webinar.
Adds a new row to the end of a worksheet.
Adds a new row to the end of a specific table.
Adds a new worksheet row.
Creates a new spreadsheet
Updates a row in a specific worksheet.
Finds a row by a column and value. Returns the entire row if one is found.
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
A cloud platform for video and web conferencing, webinars, chat, and virtual events
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.