Important terminology

Bot: A workflow on Automate.io is called a Bot. For example, you have created a workflow on Automate.io to send your Zoom webinar registrants to Mailchimp as subscribers. That is a Bot.

Every Bot needs at least 2 apps—one Trigger app and one(or more) Action app(s).

Trigger app: A Trigger app starts your Bot.

Action app: An Action app performs the action in your Bot.

Prerequisites

  • An Automate.io account (free or paid)
  • A paid Zoom account

Installation

To install Zoom on Automate.io, follow the steps below:

Step 1: In the Automate.io dashboard, click ‘Create a Bot’ on the top-right.

Step 2: Here you will add your trigger and action(s). To add Zoom either as a trigger or an action, go to the search box and search for Zoom and select the Zoom app.

Step 3: Give the app a name and then enter your email address and password.

Step 4: Click Authorize and then click ‘Save’. You now have successfully installed Zoom on Automate.io.

Using Automate.io with Zoom

Zoom, in combination with Automate.io, offers powerful integrations to business professionals. Try some of these popular Zoom integrations:

Uninstallation

To uninstall Zoom from Automate.io:

  1. Go to APPS in Automate.io.
  2. Look for Zoom in the list.
  3. Click the ‘Delete the app’ button on the top-right.

Limitations

  • We don’t support admin-managed OAuth installation. In other words, admins cannot pre-approve app installation or uninstall the app for a certain user, or manage individual permissions for the app.
  • Sometimes, the user might be prompted to reinstall the app.

Known issues

  • The ‘New Meeting’ trigger can fire for up to 6000 meetings at once. If the number of meetings triggered at once is more than that, there would be data loss.
  • If you have a question mark or any special character in “Custom Questions” during user webinar registration, your bot may throw an error. This holds for the ‘Add Webinar Registrant’ action.
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