Zoom
Moneybird
pipedream

An automated workflow using pipedream

Connects Zoom + Moneybird

Create Sale Invoice with Moneybird API on Recording Completed from Zoom API

About this workflow template

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.

Zoom and Moneybird can also be integrated using automation tools other than pipedream:

How it works?

When this trigger fires in Zoom

Zoom

Recording Completed (Instant) in Zoom

Then this action happens in Moneybird

Moneybird

Create Sale Invoice in Moneybird

How to set up this workflow

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

Configure Applications

First, we need to connect Zoom and Moneybird to Pipedream.

  • Create Pipedream account.

    Create Pipedream account.

    Create Pipedream account if you don't have one.

  • Connect Zoom to Pipedream.

    Connect Zoom to Pipedream.

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

  • Connect Moneybird to Pipedream.

    Connect Moneybird to Pipedream.

    Give Pipedream access to your Moneybird account, using Moneybird credentials.

Part II

Build an integration workflow

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

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 Zoom and Moneybird.

  • 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 Sale Invoice with Moneybird API on Recording Completed from Zoom API!

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
  • Moneybird

    Create contact

    Create a new contact

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Moneybird

    Create quote

    Create a new quote

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Moneybird

    Create sale invoice

    Create sale invoice

    pipedream
    actionbypipedream
  • Moneybird

    Create sales invoice

    Create a new sales invoice

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Moneybird

    Add attachment to new document

    Add an attachment to a new document (use in combination with Create Document).

    zapier
    actionbyzapier
  • Moneybird

    Create document

    Create a new document

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

Pipedream

Pipedream

Automation Platforms

A low code integration platform for developers that allows you to connect APIs quickly

Pipedream is a low code integration platform for developers, which helps to connect APIs fast.