This automation scenario allows you to connect Zoom and Moneybird
It can be build using Pipedream, a no-code workflow automation tool. Pipedream 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.
Categories
Zoom and Moneybird can also be integrated using automation tools other than pipedream:
When this trigger fires in Zoom
Then this action happens in Moneybird
This guide contains information on how to set up an automatic workflow that allows to Create Sale Invoice with Moneybird API on Recording Completed from Zoom API.
Part I
First, we need to connect Zoom and Moneybird to Pipedream.
Create Pipedream account.
Create Pipedream account if you don't have one.
Connect Zoom to Pipedream.
Give Pipedream access to your Zoom account, using Zoom credentials.
Connect Moneybird to Pipedream.
Give Pipedream access to your Moneybird account, using Moneybird credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Pipedream.
Set up a Trigger action for Zoom
Choose the following trigger: Recording Completed (Instant) (null).
Then set up an Action for Moneybird
Choose this action: Create Sale Invoice (null).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoom and Moneybird.
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 Sale Invoice with Moneybird API on Recording Completed from Zoom API!
Meeting created (instant)
Meeting started (instant)
Recording completed (instant)
Meeting ended (instant)
Custom events
Triggers when a new registrant is added to a Webinar.
Create a new contact
Create a new quote
Create sale invoice
Create a new sales invoice
Add an attachment to a new document (use in combination with Create Document).
Create a new document