Square + Zoom

Update Square customers with new Zoom recordings

Effortlessly keep your customer records up-to-date with this convenient workflow. Whenever a new recording is created in the Zoom app, this automation will instantly update the corresponding customer information in the Square app. Save time and maintain accurate customer data by seamlessly connecting Zoom and Square with this efficient process.

When this happens...
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
TriggerInstant
automatically do this!
Update Customer
Updates a customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write
- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write
- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar completes.
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more Help

Related categories

Similar apps

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more Help

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

PRODUCTS

CAPABILITIES

By team

Square + Zoom

Update Square customers with new Zoom recordings

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

Upcoming Meeting

New Webinar Registrant

Upcoming Webinar

Create Meeting Registrant

Upcoming MeetingRequired

EmailRequired

First NameRequired

Last Name

Address

City

State

Zip

Country

Phone

Comments

Industry

Job Title

Number of Employees

Organization Name

Purchasing Time Frame

Role In Purchase Process

Language

Auto Approval

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Appointment

New Customer

New Order

LocationRequired

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

LocationRequired

Order IDRequired

Customer IDRequired

Accepted Payment MethodsRequired

Payment due dateRequired

Tipping enabled

Invoice title

Invoice number

Description

Delivery methodRequired

Scheduled at

Date of sale

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers