Complete Guide: Integrate SureTriggers with Zoom

Overview

This document will help you understand how you can connect Zoom with SureTriggers, how you can take actions in any other app when a Zoom trigger runs, and how you can create meetings in your Zoom account when events take place in other apps.

Prerequisites

Free or paid Zoom account
SureTriggers account
Any 3rd Party App to connect add-in workflow to automate repeating tasks(Ex: ClickUp)

Release Note for New App Users

You need to authorize the SureTriggers app as we have added the scopes that will allow you to use the Zoom application more broadly. We have added scopes:-

View all user meetings /meeting:read:admin
View and manage all user meetings /meeting:write:admin

With the help of these scopes, you can now easily create or view a Meeting or in your Zoom account.

Zoom Triggers

We’ve one trigger for Zoom that can start your workflow when new meetings are created so you can take any actions like sending invites to your guests on WhatsApp, or adding an event in your Google Calendar, etc.

Zoom Actions

We also have Zoom action to help you create meetings in your Zoom account when events take place in other apps. You can automatically create meetings when new items are created in Notion, ClickUp, etc.

Here’s How You Connect Zoom with SureTriggers

Connecting Zoom with SureTriggers is super easy. To add a new Zoom connection, please follow the steps below:-

Login to SureTriggers
Go to ‘Apps’ section from the left sidebar
Click on ‘Add New Connection’ on the right side of the screen.
Search for Zoom app
Click on the Zoom icon
Enter the Zoom account credentials that you want connect with SureTriggers in the login screen.
Once logged in, you’re ready to create workflows to test your Zoom account

Setting Up Zoom triggers in SureTriggers

Once you’ve added your connection, let’s try creating a workflow to automatically create click-up tasks when a new meeting is created in Zoom. To create this workflow, follow these steps:-

Go to the apps screen
Click on the ‘Create New Workflow’ button
Name your workflow
Select trigger app as Zoom
Select trigger event as ‘New Meeting Created’
Test action and Save
Click on the ‘Add Action’ button
Select action app as ClickUp
Select action event as ‘Create New Task’
Map the details with the appropriate details in the fields.
Test action
Save
Go back to your Zoom account and create a new meeting on the Zoom account that you’ve connected to test the trigger.
Open your ClickUp account to see that the new tasks are created

Setting Up Zoom Actions in SureTriggers

Let’s try creating a workflow to automatically create Zoom meetings automatically when new task is created in ClickUp. This will help you understand how you can set up Zoom actions to create meetings based on information received from other apps.

To create this workflow, follow these steps:-

Go to the apps screen
Click on the ‘Create New Workflow’ button
Name your workflow
Select trigger app as ClickUp
Select trigger event as ‘New Task’
Fetch data and save
Click on the ‘Add Action’ button
Select an action app such as Zoom
Select action event as ‘Create Meeting’
Map the details as asked on the screen
Test action and save
Now, create a task in ClickUp
You’ll find the meeting automatically created in Zoom when the task is created.

Note: You can use any other app instead of ClickUp to test. The configuration of Zoom triggers and actions would be the same as mentioned here.

Deleting Zoom workflows & Zoom connection

In case, you want to discontinue using SureTriggers with Zoom, you can remove Zoom accounts, being used in workflows, from SureTriggers, by following the steps:-

Go to apps screen
Find Zoom connection
Click on connection
Click on delete icon on the right of the screen
Confirm that you want to delete the connection
Once confirmed, Zoom connection will be removed from your SureTriggers account. SureTriggers will no longer be able to fetch or send data from/to your Zoom account.

Hope this helps. Feel free to reach out to us if you have any questions or feedback. 😉