Zoho Bookings
Zoom
zapier

An automated workflow using zapier

Connects Zoho Bookings + Zoom

Create Zoom meetings for new Zoho Bookings appointments

About this workflow template

This automation scenario allows you to connect Zoho Bookings and Zoom

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

Zoho Bookings and Zoom can also be integrated using automation tools other than zapier:

Diagram

Create Zoom meetings for new Zoho Bookings appointments
Workflow diagram: Zoho Bookings + Zoom integration

How it works?

When this trigger fires in Zoho Bookings

Zoho Bookings

Appointment Booked in Zoho Bookings

Triggers when a new appointment is booked.

Then this action happens in Zoom

Zoom

Create Meeting in Zoom

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Zoom meetings for new Zoho Bookings appointments.

Part I

Configure Applications

First, we need to connect Zoho Bookings and Zoom to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho Bookings to Zapier.

    Connect Zoho Bookings to Zapier.

    Give Zapier access to your Zoho Bookings account, using Zoho Bookings credentials.

  • Connect Zoom to Zapier.

    Connect Zoom to Zapier.

    Give Zapier access to your Zoom account, using Zoom credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Zoho Bookings

    Set up a Trigger action for Zoho Bookings

    Choose the following trigger: Appointment Booked (Triggers when a new appointment is booked.).

  • Then set up an Action for Zoom

    Then set up an Action for Zoom

    Choose this action: Create Meeting (Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho Bookings and Zoom.

  • Test the workflow and turn it on for production use

    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 Zoom meetings for new Zoho Bookings appointments!

Supported triggers and actions

  • Zoom

    Meeting created (instant)

    Meeting created (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Meeting started (instant)

    Meeting started (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Recording completed (instant)

    Recording completed (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Meeting ended (instant)

    Meeting ended (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Custom events

    Custom events

    pipedream
    triggerbypipedream
  • Zoom

    New webinar registrant

    Triggers when a new registrant is added to a Webinar.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho Bookings

    List services

    List services details here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    List staff

    Get staff details from here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Create appoinment

    Creates an appointment.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Update appoinment

    Update Appoinment from here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Reschedule appoinment

    Reschedule the appointment.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Fetch appointment availability

    To fetch availability of appointments across services.

    pabbly-connect
    actionbypabbly-connect

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

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