Are you looking for the simplest way to send Zoom meeting invite via SMS automatically?
Well, if your answer is affirmative then you must follow this step by step procedure that doesn’t even require any hard coding knowledge or complex setup.
In this article, I’m going to walk you through the easiest procedure to automate sending an invitation for every new Zoom registrant. To accomplish this automation we are going to use the Pabbly Connect service.
Pabbly Connect is an affordable automation & integration tool. You can use it to connect multiple applications together to automate manual & repetitive work in real-time.
You only have to follow this procedure once and then the created workflow will take care of your automation afterwards.
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
Before discussing the procedure, let’s put some light on the services that are involved in this automation. Zoom is a cloud-based virtual (video/audio) conferencing application used for webinars, live chats, screen-sharing and more. Whereas, Twilio is a cloud communications platform as a service company used to programmatically make & receive phone calls, send/receive text messages etc.
By integrating Zoom with Twilio I’m going to send an invite link to every new Zoom meeting registrant automatically. This way, whenever a new registration happens on Zoom a meeting invite will be sent at a specific time.
A video tutorial for the same integration is also attached below. You can have a look –
Moreover, this is a template for the integration to help you get started more quickly. Just click on the image below to make use of this workflow. Moreover, you can also visit the Marketplace to search for more integrations & apps.
Now, buckle up and discover the Zoom and Twilio integration.
Step 1: Sign up to Pabbly Connect
Initiate the procedure to send Zoom meeting invite via SMS 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 fill out the registration 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 Twilio Integration
(a) Start with a New Workflow
Further, start with creating a workflow for Zoom to Twilio 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 Twilio, Zoom integration etc). Lastly, click on the ‘Create’ button.
Step 4: Setting Trigger for Zoom to Twilio Integration
First, we’ll need to set up a trigger condition on every new Zoom registrant entry and then its respective action using Pabbly Connect.
(a) Select Application you want to integrate
After naming the workflow, a window will open up along with the trigger settings.
Select the ‘Zoom’ app from the ‘Choose App’ drop-down choices.
(b) Select Event & Copy the Webhook URL
Also, pick 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, sign in to your Zoom account. Then, click on the ‘Advanced’ option available in the left verticle menu.
After that, click on the ‘Integration’ option.
(b) Go to Zoom App Marketplace
Next, click on ‘Go to App Marketplace’.
Also, click on the ‘Agree’ button, when a Zoom term of use dialogue box opens up.
(c) Click on Build App
On the next page, pick the ‘Develop’ option available on the top horizontal menu.
Then, choose the ‘Build App’ option from the drop-down menu.
(d) Click on ‘Create’ Under JWT App Type
Next, click on ‘Create’ available under the Zoom ‘JWT’ app type.
Then, name the App as per your choice in the ‘Create a JWT App’ window that opens up like Zoom App, Starfield Tutorial etc.
(e) Add Basic Information of the App
Add all the required basic information for the created app and then click on the ‘Continue’ button.
(f) Add the Event
Next, click on the ‘Feature’ option from the menu and then toggle on the ‘Event Subscription’ option.
Lastly, click on the ‘Add new event subscription’ button.
(g) Paste the Webhook URL & Add Event
Now, name the subscription as per your need and paste the copied Pabbly Connect trigger webhook URL.
Then, click on the ‘Add Events’ button.
(h) Select Event
Under the Event Type – ‘Meeting, select the ‘Meeting Registration has been created’ option from the ‘. Then, click on ‘Done’.
(I) Save the Zoom Event Settings
Lastly, click on the ‘Save’ button and then click on ‘Continue’ 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 Twilio 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 & create a test meeting registration. For this first, go to the ‘Meetings’ option available in the Zoom menu. Then, go to the ‘Upcoming’ tab under meeting options available in the secondary horizontal menu available.
(c) Schedule a Meeting
Then, click on the ‘Schedule a Meeting’ button under the Upcoming meeting tab.
(d) Add Meeting Details
Next, enter all the required details for the meeting such as Topic, Description, When, Duration, Time Zone etc.
(e) Save the Meeting Details
Toggle the host & participants option to ‘On’ and click on the ‘Save’ button.
(f) Click on the Registration Link
Then, click on the ‘Registration Link’ available for the meeting.
On the registration form, you’ll notice that there are only a limited number of fields.
And as we want to send an invite on SMS hence the phone number is a must.
So, let’s add some more fields to the registration form.
(g) Edit the Zoom Registration Form
Now, go back to the crated Zoom registration form, scroll down to the bottom of this page and then click on ‘Edit’.
(h) Go to Questions & Check Form Fields
In the window that pops up next, select the ‘Questions’ option.
Then, pick all the required fields for your registration form such as ‘Phone’.
Also, mark the ‘Phone’ field as ‘Required’, so that a registrant can’t leave it blank.
Lastly, click on the ‘Save All’ button.
(i) Register on Zoom
Now, fill in all the test details in the registration form and then click on ‘Register’.
(j) Check & Save Trigger API Response
Check the trigger API response and click on ‘Save’.
Step 7: Setting Action for Zoom to Twilio Integration
Now, as we have gathered all the data from Zoom registration. We can proceed to use this data to perform our Twilio action. After that, an SMS will be sent automatically to every new registrant.
(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 ‘Twilio’.
(b) Select Event & Connect with Twilio
Next, select the event as ‘Send SMS Message’.
Lastly, click the ‘Connect’ button.
Step 8: Connecting Twilio to Pabbly Connect
Our next step is to connect Twilio with Pabbly Connect. For this first, log in to your Twilio account.
(a) Copy SID & Token
After logging into your Twilio account, go to the ‘Settings’ option from the menu. There you’ll find the SID and token. You can simply copy & paste the SID as well as the token on the Pabbly Connect connection window. To copy the token first, click on the ‘Eye’ icon to make it visible.
(b) Paste the Copied SID & Token
Next, paste the copied SID & token in the connection window. Finally, click on ‘Save’.
(c) Map Fields
After establishing a connection successfully, you’ll see fields like the body of the SMS, sender number, recipient number etc. Map the gathered trigger API response within these fields.
To map a value from the response, simply place your cursor into the field and find & click select the response value.
(d) Send Test Request
Similarly, you can also map the message field. Also, you can use a combination of the response values & plain text to draft a message.
Further, click on the ‘Save & Send Test Request’ button to send an SMS.
(d) Check & Save Response
Certainly, you can check the Twilio response status in the action window. And, if there is some error while sending the data then the window will start showing you the error.
Finally, save the action API’s response.
Step 9: Check Response on SMS
You can check the SMS invite on the mentioned phone number.
This was all about ‘How to add Zoom registrants to Twilio’. Consequently, after completing the step by step procedure, you will end up sending the newly added registration a Zoom invite on SMS automatically.
Until then, you can use Pabbly Connect for FREE with all its premium features to automate routine tasks.
Also, comment on your questions about this automation in the section given below.