Create integrations between iFOLIO Cloud and Zoom to automate any workflow
Create your first workflow
Quickly automate workflows with iFOLIO Cloud and Zoom using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
User EmailRequired
Contact Name
Contact Email Address
Contact Phone Number
Contact Company
Message Type
Signature Type
Notify When Viewed
UserRequired
Ifolio NameRequired
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItWebinar or Meeting?Required
Try It
UserRequired
iFOLIO IDRequired
Contact Name
Contact Email Address
Contact Phone Number
Contact Company
Message Type
Signature Type
Notify When Viewed
EmailRequired
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Try ItMeeting TypeRequired
Try It