Pensight + Zoom
Create Zoom meetings for new Pensight orders instantly
Streamline your operations with this automation between Pensight and Zoom. When a client places an order in the Pensight app, a corresponding meeting is promptly scheduled in Zoom. This not only improves productivity but also ensures you're abreast the latest orders, enabling quick and effective response times.
Streamline your operations with this automation between Pensight and Zoom. When a client places an order in the Pensight app, a corresponding meeting is promptly scheduled in Zoom. This not only improves productivity but also ensures you're abreast the latest orders, enabling quick and effective response times.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- 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 Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItNew 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
