Guide to integrating Zoho Meeting into Zoho Flow to optimize automation processes

1. Why integrate Zoho Meeting with Zoho Flow?

Zoho Flow allows you to integrate hundreds of different applications to create automation workflows without requiring advanced programming skills. Currently, this platform supports over 750 applications across various fields, helping you optimize work efficiency and boost overall productivity.

Meanwhile, Zoho Meeting is a powerful tool within the Zoho ecosystem, designed for online meetings and webinars. This platform not only enables secure, high-quality meetings but also integrates seamlessly with Zoho Flow to create automated workflows for added convenience.

For example, you can integrate Zoho Meeting with Zoho Flow to create workflows like:

1. Zoho Meeting - Zoho Cliq: Whenever you schedule a meeting or webinar in Zoho Meeting, Zoho Flow will automatically send an invitation with the meeting link to a designated Zoho Cliq channel.
2. Zoho Meeting - Google Calendar: No more switching between platforms! When you schedule a meeting or webinar in Zoho Meeting, all data will be automatically synchronized with Google Calendar for easy tracking and management.

Below, I will guide you through the process of integrating Zoho Meeting with Zoho Flow!

2. How to integrate Zoho Meeting with Zoho Flow

Zoho Flow makes it convenient for users to integrate Zoho Meeting. If you are unsure how to do it, follow these steps:

Step 1: Create a workflow in Zoho Flow

Log in to your Zoho Flow account. In the center of the interface, click the "Create Flow" button to start creating your first flow.

Next, Zoho Flow will ask you to name and describe your flow. In this example, we will name it "BENOCODE Sample" for easier reference.

Once you've filled in the details, click "Create" to proceed.

Step 2: Set Zoho Meeting as the trigger

A trigger in Zoho Flow is an event that initiates a workflow, helping to automate the process when specific conditions are met. In this case, we need to select Zoho Meeting as the trigger to begin subsequent automated actions.

In the pop-up window, select "App".

Search for Zoho Meeting, select it, and click "Next" to continue.

Step 3: Add actions for Zoho Meeting

Zoho Flow provides 13 triggers and 6 actions specifically designed for Zoho Meeting to help automate repetitive tasks and improve productivity.

• Triggers: Events that start a workflow when an app updates or an action occurs, such as opening an email, editing user details, or modifying images.
• Actions: Tasks that are automatically performed when a trigger is activated, ensuring smooth workflow execution.

Available triggers in Zoho Meeting:

• Meeting canceled: Triggered when a meeting is canceled.
• Meeting ended: Triggered when a meeting is completed.
• Webinar started: Triggered when a webinar begins.
• Webinar canceled: Triggered when a webinar is canceled.
• Webinar ended: Triggered when a webinar is completed.

Available actions in Zoho Meeting:

• Schedule webinar: Create a new webinar schedule.
• Schedule meeting: Create a new meeting schedule.
• Update webinar: Modify details of an existing webinar.
• Update meeting: Modify details of an existing meeting.
• Fetch meeting: Retrieve details of an existing meeting.

Based on this information, select your desired action, then click "Next".

In this example, we choose "Meeting created", meaning the workflow will trigger whenever a new meeting is scheduled.

Step 4: Connect your Zoho Meeting account

At this step, Zoho Flow will ask you to connect your Zoho Meeting account. Click "Connect" to proceed.

Name the connection as you like, then click "Authorize" to continue.

Click "Accept" to grant permissions.

Click "Done" to finalize the setup.

Once completed, you will see that Zoho Flow has successfully connected to Zoho Meeting, and the trigger has been set up.

See? The steps are quite simple, right?

3. Conclusion

The integration between Zoho Meeting and Zoho Flow allows you to create powerful and efficient automation workflows. With BENOCODE's guide, you can easily customize workflows to meet your specific needs.

Good luck with your automation setup! 🚀