Stan + Zoom
Create new Zoom meetings for new Stan customers
This workflow streamlines your client management process by setting up meetings in Zoom as soon as a new customer signs up in the Stan app. By bridging these two crucial platforms, you can save time and ensure that new clients are immediately introduced to your service. This effortless connection fosters a prompt and efficient communication strategy.
This workflow streamlines your client management process by setting up meetings in Zoom as soon as a new customer signs up in the Stan app. By bridging these two crucial platforms, you can save time and ensure that new clients are immediately introduced to your service. This effortless connection fosters a prompt and efficient communication strategy.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- 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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- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItMeeting TypeRequired
Try ItInfo
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
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
