How to Send Zoom Invite on WhatsApp

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.

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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.

Again, if the Zoom – Terms of Use dialogue open up click on ‘Agree’.

(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.