Automating your workflow with Zapier and Zoom Scheduler

Zapier can connect Zoom Scheduler to thousands of other apps, such as Google Sheets, Salesforce, Slack, and Mailchimp, without any coding. With just a few steps, you can build automated workflows ("Zaps") that respond to your Scheduler activity and help keep your systems in sync.

Use Zapier to take action when a meeting is scheduled or canceled, or even to update events automatically from other systems.

Requirements for automating your workflow with Zapier and Zoom Scheduler

System requirements:

• A Zoom account
• Zoom Scheduler enabled
• Zoom desktop app for Windows, macOS, or Linux: Global minimum version or higher
• Web portal
• A Zapier account

Licensing requirements:

• Zoom Scheduler add-on OR
• Zoom Workplace Business, Business Plus, Enterprise Essentials, Enterprise Plus, Enterprise Premier and Education plans

What you can do with Zapier and Zoom Scheduler integration

• Automatically create a Google Calendar event whenever a Scheduler meeting is booked
• Receive notifications in a Slack channel when a high-priority lead schedules a meeting
• Cancel Scheduler bookings directly from your project management app
• Track no-shows by logging them automatically in your CRM or Google Sheets

How to install Zoom Scheduler app on Zapier

1. Sign in to Zapier.
2. Create a new Zap.
3. In your Zap trigger or action, search for Zoom Scheduler.
4. Select an event.
5. On the Account tab, select Connect a new account.
6. Sign in to Zoom, review the requested permissions, and click Allow.

How to use Zapier

1. Open Zapier. Refer to the Zapier Quick Start Guide to get started.
2. Create a new Zap. Follow the instructions in the guide to set up a new Zap.
3. Search for Zoom Scheduler. When prompted to choose an app, search for Zoom Scheduler.
4. Complete the setup. Follow the remaining steps in the guide to finish configuring your Zap with Zoom Scheduler.

How to remove the Zapier for Zoom Scheduler app

1. Sign in to Zapier and navigate to the Manage Connections page.
2. Select the Zoom Scheduler app.
3. Delete your connected account(s).
4. Sign in to the Zoom App Marketplace with your Zoom account. In the top right of the page, click Manage.
5. In the navigation menu, click Added Apps.
6. Next to the Zapier for Zoom Scheduler app, click Remove.
7. Confirm the dialogue and click Remove.

How it works

With the current integration, you can automate the following:

Triggers

Use Zoom Scheduler to start workflows in other apps when:

• A scheduled event is created
  • Example: Add a new row in Google Sheets or post a message to a Slack channel when someone books time with you.
• A scheduled event is canceled
  • Example: Send a cancellation email via Gmail or update the event status in your CRM.

Actions

Use other apps or Zaps to update Zoom Scheduler automatically:

• Cancel a scheduled event
  • Example: Automatically cancel an upcoming Zoom Scheduler meeting if a related Trello card is archived.
• Mark an invitee as “No Show”
  • Example: After a missed Zoom meeting, log the no-show status in Scheduler to trigger follow-ups or reporting workflows.

Data Security

This app has access to the following information on Zoom:

• View information of a Zoom user under the Zoom account.
• View Scheduler information such as booking pages and scheduled events of the Zoom user

This app has the following permissions on Zoom:

• Modify a scheduled event on Zoom Scheduler

Communications between this app and Zapier are encrypted:

• Protocol: HTTPS/TLS 1.2
• Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
• Key length: 128 bits
• Perfect Forward secrecy: YES

This app stores access credentials in the local data store:

• Zapier API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.