Create new Zoom meetings when customer triggers occur in Timely
When a new customer interaction takes place in the Timely app, instantly schedule a Zoom meeting. This workflow helps ensure consistent follow-up by initiating a meeting in Zoom immediately after a client interaction in Timely. It eliminates manual work and accelerates your response time to clients.
When a new customer interaction takes place in the Timely app, instantly schedule a Zoom meeting. This workflow helps ensure consistent follow-up by initiating a meeting in Zoom immediately after a client interaction in Timely. It eliminates manual work and accelerates your response time to clients.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- 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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Customer Trigger
Triggers on any new or updated customer.
Try ItNew Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Try ItMeeting TypeRequired
Try ItNew Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Try It