Aren’t you tired of manually sending the Zoom invite on WhatsApp for every new registrant?
Well if yes then you can follow the simple step by step procedure given in this blog to bring automation in sending Zoom meeting invites on WhatsApp. We’ll use Pabbly Connect to integrate Zoom and WhatsApp as it won’t require any coding or programming.
Pabbly Connect is an affordable integration & automation tool that can help you bring automation to your manual & repetitive work by integrating multiple services together and share data in real-time. Most importantly, this would be a one-time setup and after that, every invite will be sent automatically.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
First, let’s discuss Zoom and WhatsApp a little, Zoom is a cloud-based video communications app used for virtual conferencing (video/audio), webinars, live chats, screen-sharing etc. Whereas, WhatsApp is a messenger application by Facebook.
By integrating Zoom with WhatsApp I’m going to send the Zoom invite on WhatsApp automatically. This way, whenever a new registration happens on Zoom an invite will be sent on the registered WhatsApp number instantly.
Also, do have a look at the video tutorial available below for this particular automation.
Moreover, I’ve also attached a template for the integration, it can help you get started more quickly. Simply, click on the image below to use this workflow. Further, you can also go to the Pabbly Connect Marketplace to search for more integrations & apps.
Now, buckle up and discover the Zoom and WhatsApp integration.
Step 1: Sign up to Pabbly Connect
Begin the procedure to send Zoom invite on WhatsApp automatically by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the top-right corner of the home page. Next, either use your existing Gmail credentials to make a direct sign-up or simply make registration by filling the form provided.
Step 2: Access Pabbly Connect
After logging in, click on the ‘Access Now’ button of the service ‘Connect’ amongst all the Pabbly applications.
Step 3: Workflow for Zoom and WhatsApp Integration
(a) Start with a New Workflow
Further, start with creating a workflow for Zoom to WhatsApp integration & to do this click the ‘Create Workflow’ button available on the top-right corner of the dashboard.
(b) Name the Workflow
Now, name the workflow in the window that pops up as per the integration or use-case (for instance: Zoom To WhatsApp, Zoom integration etc). Lastly, click on the ‘Create’ button.
Step 4: Setting Trigger for Zoom to WhatsApp Integration
For trigger set up, you’ll need to set up a trigger condition on the new Zoom registrant entry and then its respective action using Pabbly Connect.
(a) Select Application you want to integrate
After naming the workflow, a page will open up bearing the trigger window settings.
Pick the ‘Zoom’ app from the ‘Choose App’ drop-down choices.
(b) Select Event & Copy the Webhook URL
Select the event as ‘Configure Webhook’ & then click on ‘Copy’.
Step 5: Connecting Zoom to Pabbly Connect
(a) Go to Zoom Account Integrations
To connect Zoom with Pabbly connect, log in to your Zoom account. Then, click on the ‘Advanced’ option present in the left verticle menu.
After that, click on ‘Integration’.
(b) Go to Zoom App Marketplace
Next, click on the ‘Go to App Marketplace’ button.
Also, click on ‘Agree’, when a Zoom term of use dialogue box opens up.
(c) Click on Build App
On the next page, click on the ‘Develop’ option available on the top horizontal menu.
Then, select the ‘Build App’ option from the drop-down menu that opens next.
(d) Click on ‘Create’ Under JWT App Type
Next, click on the ‘Create’ button available under the ‘JWT’ app type.
Then, name the App as per your choice in the ‘Create a JWT App’ window that opens up such as Zoom App, Starfield Tutorial etc.
(e) Add Basic Information of the App
Add all the required information for the created app and then click on ‘Continue’.
(f) Add Event
Next, click on ‘Feature’ from the menu and then toggle the ‘Event Subscription’ option.
Lastly, click on ‘Add new event subscription’.
(g) Paste the Webhook URL & Add Event
Now, name the subscription and paste the copied webhook URL.
Then, click on ‘Add Events’.
(h) Select Event
Select the ‘Meeting Registration has been created’ option from the Event Type – ‘Meeting’. Then, click on ‘Done’.
(I) Save the Zoom Event Settings
Lastly, click on ‘Save’ and then click on the ‘Continue’ button in the next window.
Make sure to confirm the setup success after looking at the ‘Your App is Activated on the account’ message.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for the Zoom and WhatsApp integration. So, let’s test the Zoom trigger by adding a test registrant.
(a) Capture Webhook Response
The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.
(b) Go to Zoom Meetings
Now, go back to your Zoom account and create a meeting registration. For this, go to the ‘Meetings’ option from your Zoom account’s menu. Then. go to the ‘Upcoming’ tab under meeting options available in the horizontal menu available.
(c) Schedule a Meeting
Then, click on the ‘Schedule a Meeting’ button under the Upcoming meetings.
(d) Add the Meeting Details
Next, enter all the required details to make a registration such as Topic, When, Duration, Time Zone etc.
(e) Save the Meeting Details
Toggle the Host and Participants option to ‘On’ and click on ‘Save’.
(f) Click on the Registration Link
Now, click on the ‘Registration Link’.
On the registration form, you’ll see there are only a limited number of fields.
And as we want to send an invite on WhatsApp hence the phone number is a must.
So, we’ll simply add some more fields to the registration form.
(g) Edit the Zoom Registration Form
Now, go back to your Zoom registration form, scroll down to the bottom of the page and click on ‘Edit’.
(h) Go to Questions & Check Form Fields
In the window that pops up next, click on the ‘Questions’ option.
Then, select all the required fields for your registration form such as ‘Phone’.
Also, mark it as ‘Required’, so that a registrant can not leave it blank.
Lastly, click on ‘Save All’.
(i) Register on Zoom
Fill in all the details in the registration form and then click on ‘Register’.
(j) Check and Save Trigger API Response
Check the trigger API response and click on ‘Save’.
Step 7: Add Data Transformer
This is an advance step, as in the next step when we’ll be performing the action step, it will ask for an encoded URL.
(a) Select Application you want to Integrate
Select the Choose App field as ‘Data Transformer by Pabbly’ and the action event as ‘Base64 Encode’. Then, click on ‘Connect’.
(b) Map Join URL
Place your cursor in the field named ‘Data’ and search as well as map the join URL gathered from the trigger response.
After mapping the URL, click on the ‘Save & Send Test Request’ button.
Lastly, check the response status as ‘Success’.
Step 8: Setting Action for Zoom to WhatsApp Integration
Now, as we have gathered all the data from Zoom. We can proceed to use this data to perform our WhatsApp action. After that, the link will be sent automatically. We can not send bulk message directly so I’m using Chat API to accomplish this.
(a) Select Application you want to Integrate
Click on the plus button available next to your Zoom trigger window.
Select the app to integrate here as ‘Chat API’.
(b) Select Event & Connect with Chat API
Next, select the event as ‘Send Link’.
Lastly, click the ‘Connect’ button.
Step 9: Connecting Chat API to Pabbly Connect
Our next step is to connect Chat API with Pabbly Connect. For this first, log in to your Chat API account.
(a) Copy API URL & Token
After logging into your Chat API account, your API URL & token will be visible. Simply, copy this API URL & token one by one.
(b) Paste the Copied Chat API URL & Token
Next, paste the copied API URL & token in the connection window. Finally, click on ‘Save’.
(c) Map Fields & Send Test Request
After establishing a connection successfully, you’ll see fields like phone number and message. Map the gathered trigger API response within these fields.
Similarly, you can also map the message field. Also, you can use a combination of the response values and plain text to draft a message.
Further, click on the ‘Save & Send Test Request’ button to send the message.
(d) Check & Save Response
Certainly, you can check the Chat API’s response in the action window. And, if there is some error while sending the data then the window will start showing you an error.
Finally, save the action API’s response.
Step 10: Check Response in WhatsApp
Lastly, check the WhatsApp message on the mentioned phone number.
This was all about ‘How to send Zoom invite on WhatsApp’. Consequently, after completing the step by step procedure, you will end up sending meeting invites from Zoom to WhatsApp automatically.
Until then, you can grab Pabbly Connect for FREE with all its premium features to automate routine tasks.
Further, leave your queries in the comment section below about this automation.