Auto-Send Zoom Meeting Invitations via SMS Using Pabbly Connect

Learn how to automate sending Zoom meeting invitations via SMS using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To automate sending Zoom meeting invitations via SMS, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and enjoy a limited number of tasks monthly.

Once logged in, navigate to the Pabbly Connect application from the Pabbly apps page. This is where you will create your automation workflow. Click on the ‘Create Workflow’ button to begin setting up your integration process.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a new workflow for sending Zoom meeting invitations. Select the classic workflow builder and name your workflow, such as ‘Auto Send Zoom Meeting Invitations via SMS Using Pabbly Connect’. Choose the appropriate folder for your workflow and click ‘Create’. using Pabbly Connect

• Select the trigger as Zoom
• Choose the action as Twilio
• Configure the webhook for Zoom

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will initiate the workflow when a new registrant signs up for your Zoom meeting, while the action will send an SMS via Twilio.

3. Configuring Zoom as the Trigger Application

To set up Zoom as the trigger application, select ‘Zoom’ from the trigger options and choose ‘Configure Webhook’. If you do not have an existing connection, click on ‘Add New Connection’. You will need to enter a secret token from your Zoom account to establish this connection. using Pabbly Connect

Follow the instructions provided by Pabbly Connect to create an app in your Zoom account. This involves navigating to the Zoom App Marketplace, selecting ‘Build App’, and creating a new application. Make sure to copy the callback URL provided by Pabbly Connect and paste it into the Zoom app settings.

4. Setting Up Twilio to Send SMS

Next, you will configure Twilio as the action application to send SMS notifications. Select ‘Twilio’ and choose the action event as ‘Send SMS Message’. Connect your Twilio account by entering your Account SID and Auth Token, which can be found in your Twilio dashboard. using Pabbly Connect

Once Twilio is connected, you will need to specify the SMS details, including the sender number, recipient number, and the message body. Use dynamic mapping to include the meeting details from the Zoom registration in your SMS.

• Enter the SMS body using mapped fields
• Ensure to format the date and time correctly
• Test the SMS functionality to confirm it works

After setting up the SMS details, click on ‘Save and Send Test Request’ to verify that the SMS is sent correctly to the specified recipient. You should receive a confirmation SMS with the meeting details.

5. Testing and Activating Your Workflow

Finally, to ensure that your workflow is functioning as intended, perform a test registration for your Zoom meeting. Once you register, check if the SMS with the meeting invitation is sent successfully. This confirms that the integration between Zoom and Twilio through Pabbly Connect is working as expected.

If everything is functioning correctly, you can activate your workflow. This will automate the process of sending SMS invitations to all new registrants of your Zoom meetings, saving you time and effort in managing communications.

In summary, by using Pabbly Connect, you have successfully created an automated workflow that sends Zoom meeting invitations via SMS using Twilio. This integration enhances your business operations by streamlining communication with your meeting registrants.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending Zoom meeting invitations via SMS. By following these steps, you can efficiently manage your meeting communications and enhance your business productivity.