Create meeting in Zoom for marketing events
Overview
Product overview
The template allows for creating Zoom meeting when webinar is planned in Creatio system.
The template can be used as a sample to plan all your online meetings in Zoom specify only event requirements for starting business process.
Notes:
- Pro, Business, Education or API plan of Zoom is required.
- Zapier account is required.
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Setup guide
- Go to https://zapier.com/ and Log in. If no account registered before, Sign up with Google.
- Click "Make a Zap!" button. Choose "Webhooks by Zapier" like a trigger app and select "Catch hook" option. Press "Save+Continue" button > press 'Continue' button > press 'Continue' button.
- At the 'Test webhooks by Zapier' page you will get unique webhook url in the following format (.../hooks/catch/3702651/q42m28/).
- In Creatio go to the 'Web services' section, open 'https://hooks.zapier.com' web service, go to method page and update 'Name' and 'Method address' fields with new link from point 4.
- In Creatio go to "System Designer" > "Process Library" > open the "Create Zoom meeting for event" business process and save it as a new version.
- In new version of "Create Zoom meeting for event" business process select the 'https://hooks.zapier.com' element, set your web service and set request parameters:
- Event name -[#Read event data.First item of resulting collection.Name#];
- Event description - [#Read event data.First item of resulting collection.Goal#];
- Event time - [#Read event data.First item of resulting collection.Start#];
- Event duration - RoundOff(([#Read event data.First item of resulting collection.End#]-[#Read event data.First item of resulting collection.Start#]).TotalMinutes) ;
- In Creatio go to the "Event" section, create test event and specify "Webinar" event type to send a test webhook request.
- At the "Test webhooks by Zapier" page press "OK, I did this" button, check hook info and press "Continue" button twice.
- Grant permission to connect to your Zoom account to send push notifications.
- At the Zapier setup page setup Meeting type, Topic, When Duration (required) and map fields with webhook parameters.
- Set customized Zap is on.
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.