Winoffice Prime + Zoom
Create Zoom meetings for new Winoffice Prime appointments
Hosting virtual meetings? Use this template to save time manually creating meetings. When you have a new Winoffice Prime appointment, a Zoom meeting will be created automatically.
Hosting virtual meetings? Use this template to save time manually creating meetings. When you have a new Winoffice Prime appointment, a Zoom meeting will be created automatically.
- When this happens...Get 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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Get Appointment
Triggers when a new appointment is created.
Try ItGet Sales Offer
Triggers when a new sales offer is created.
Try ItGet Updated Appointment
Triggers when appointment is updated.
Try ItNameRequired
Phone
Fax
Email
Web
Street
Address line 1
Address line 2
ZIP code
City
Country
Remarks
Get Opportunity
Triggers when a new sales opportunity is created.
Try ItGet Service Order
Triggers when a new service order is created.
Try ItGet Service Order With Changed Status
Triggers when a new service order status is changed.
Try ItSubjectRequired
Place
FromRequired
ToRequired
Notification
Remarks
Address
Contact
Project
Project task
Sensitivity
Employee
Status
Meeting Type
