Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
New Account
Triggers the moment a new account is created.
New Attachment
Triggers when a new attachment is created.
New Case
Triggers whenever a new case is created in your account.
New Contact
Triggers upon the creation of a new contact.
New Event
Triggers upon the creation of a new event.
New Lead
Triggers the moment there is a new lead in your account.
New Opportunity
Triggers upon the creation of a new opportunity.
New Product
Triggers upon the creation of a new product.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task
Triggers whenever a new task is created in your account.
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Create Attachment
Create a new attachment (max 25 mb)
Create Contact
Create a new contact.
Create Custom Object
Create a new custom object as per your choice.
Create Event
Create a new event.
Create Lead
Create a new lead.
Create Opportunity
Create a new opportunity.
Create Record
Creates a record.
Update Contact
Update an existing contact.
Update Record
Updates a existing record.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
New Account
Triggers the moment a new account is created.
New Attachment
Triggers when a new attachment is created.
New Case
Triggers whenever a new case is created in your account.
New Contact
Triggers upon the creation of a new contact.
New Event
Triggers upon the creation of a new event.
New Lead
Triggers the moment there is a new lead in your account.
New Opportunity
Triggers upon the creation of a new opportunity.
New Product
Triggers upon the creation of a new product.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task
Triggers whenever a new task is created in your account.
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
What Is Salesforce?
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
How Zoom and Salesforce Integrations Work?
The integration between Zoom and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Zoom and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Zoom and Salesforce secure?
While assessing the security of integrating Zoom with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoom-Salesforce integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Zoom and Salesforce integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
What are AI Agents?
AI Agents in Appy Pie Automate are smart tools designed to streamline workflows by automating repetitive tasks. They work on a trigger-action model, where a specific trigger event performs a predefined action . For example, receiving an email (trigger) can automatically save an attachment to cloud storage (action). These agents connect different apps, enabling easy data transfer and efficient task management. They help save time, reduce manual work, and boost productivity with minimal effort.
Page reviewed by Abhinav Girdhar | Last Updated on December 8, 2024, 8:04 pm
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