How to use Zapier in Zoom

This post was most recently updated on July 28th, 2022

With Zapier, you can easily automate your work by defining Zaps, which are a simple automation tool that works in the background as you do your daily tasks. There are various types of Zaps that can be created by the Zap creator, for example you can create one that automatically subscribes new Zoom Webinars registrants to a MailChimp list on registration or you could even create a Zap that automatically registers a contact for a Zoom Webinar if a PayPal purchase is completed or a form is completed.

Every Zap has a trigger app, which starts up the automation and links it to another app which often triggers another action in the person’s account. By using Zapier, you can connect and automate the tools you use to run your business so you can seamlessly integrate these tools and operate them as a single system.

Prerequisites

  • A business plan, an education plan, an enterprise plan, or an API plan is available to you
  • as a Zapier customer

Triggers with Zoom

By triggering an action, Zapier allows one app to take action when anything happens in Zoom.

There are a number of triggers available when zooming:

  • In the process of creating a meeting
  • for a webinar, it is important to keep the following in mind:
  • In order to register for a webinar, you need to make sure that:

Actions with Zoom

In the context of Zapier, a trigger is something that triggers an action in Zoom when something happens in another app.

Zoom offers the following actions:

  • Set up a meeting to discuss the project
  • as soon as possible
  • Schedule a one-time event to discuss the project

Configuring Zoom and Zapier

I would like to give you a quick introduction into how to configure Zoom on Zapier using the example below.

  1. You should sign up for Zapier if you haven’t already done so.
  2. To make a Zap, you need to sign into Zapier and select Make A Zap. 
  3.   You will be prompted to choose a trigger after you have chosen Make A Zap.
  4. You will need to connect your Zoom account when adding Zoom as either a trigger or an action in the process.
  5. Selecting Connect a Zoom Account will prompt you to enter the Zoom API Key and Secret for Zapier. This is a different API Key and Secret than the one you use for other integrations.
      Under My Meeting Settings in Zoom, you can find the Zapier API Key and Secret under the section titled Integration Authentication.
  6. Make sure it is working correctly by pressing the test button.
  7. If you enter the information correctly, you will see the following message.
  8. In order to create and test your Zap, you must follow the steps below.
  9. If all goes well, you will be able to activate your newly created Zap.
  10.   When you click on View Configuration on your Zoom Integrations page, you will be able to view all your Zapier events.

 

Popular Zaps Using Zoom

Registering webinar attendees

When people register for a webinar using another app, such as a form or an email list, you can use Zapier to automatically register them for the webinar. You can create a Zap (for example), if you’re collecting emails for a webinar in the form of a calendar invite or a sign-up form and you want to automatically register those contacts for the webinar when there’s a sign-up in the form. Adding webinar registrants in this manner eliminates the need for you to manually enter them one by one.

Zapier proves to be a powerful tool for automating a variety of webinar workflows to make them more efficient.

Using Zapier and a payment processor to register paid webinar attendees

In order to get paid attendees automatically registered to your webinar if you are running a paid webinar, you can use Zapier. Here are the steps you need to follow:

  • A payment collection app like PayPal or Eventbrite takes care of collecting the money from your attendees. Please keep in mind that if you decide to use PayPal for collecting payments, you’ll need to embed your PayPal button on a website, landing page, or a similar platform in order to collect payments.
  • We recommend using Zapier to automate this process.
  • A licensed user with a Zoom Webinar Add-on (500, 1000, 3000, 5000, 10000, or 50000) can use the Zoom Webinar Add-on to conduct webinars.

With Zapier, your payment processing app is automatically connected to Zoom, working in the background. In Zapier, your payment collection app will trigger Zapier by sending a notification whenever a new order or payment is made. In Eventbrite’s “New Order” trigger or PayPal‘s “Successful Sale” trigger, for example, that would act as a trigger. Zapier will then start automatically sending emails and communicating with each other when a successful order is captured.

In Zoom, you will need to create an Action event to allow you to create a new Registrant. The setup of this workflow can be done step-by-step by clicking the “Use this Zap” button below; by doing so, you will be guided through the process.

Ticket submitted through Zoom should be of assistance if you still have difficulties setting up Zoom’s Zapier integration.