Coaching Loft + Zoom
Schedule Zoom meetings for new Coaching Loft appointments
Set up this integration to automatically fetch newly scheduled appointments in Coaching Loft and use them to schedule a Zoom meeting. Reduce repetitive appointment scheduling from one platform to another.
Set up this integration to automatically fetch newly scheduled appointments in Coaching Loft and use them to schedule a Zoom meeting. Reduce repetitive appointment scheduling from one platform to another.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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New Appointment
Triggers when a new appointment is created.
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItClient EmailRequired
TitleRequired
Action DetailsRequired
Date DueRequired
New Client
Triggers when a new client/coachee is created from your coachee list.
Try ItNew File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Try ItNew Coaching Session Completed
Triggers when or after a coaching session has been completed.
Try ItTitleRequired
Start Date & TimeRequired
End Date & TimeRequired
LocationRequired
Description
Client Email AddressRequired
