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:
When this trigger fires in Zoho Bookings
Triggers when a new appointment is booked.
Then this action happens in Zoom
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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
First, we need to connect Zoho Bookings and Zoom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Bookings to Zapier.
Give Zapier access to your Zoho Bookings account, using Zoho Bookings credentials.
Connect Zoom to Zapier.
Give Zapier 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 Zapier.
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
Choose this action: Create Meeting (Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Create Zoom meetings for new Zoho Bookings appointments!
Meeting created (instant)
Meeting started (instant)
Recording completed (instant)
Meeting ended (instant)
Custom events
Triggers when a new registrant is added to a Webinar.
List services details here.
Get staff details from here.
Creates an appointment.
Update Appoinment from here.
Reschedule the appointment.
To fetch availability of appointments across services.
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