Meetings & Productivity
Create Zoom meetings from your workflows and apps, and send the details where they need to go.
Overview
The Softr Zoom integration allows you to connect your no-code apps with your Zoom account. Automatically schedule Zoom meetings whenever key events occur in your Softr app — such as form submissions, booking confirmations, or status changes — and use the returned meeting details (join URL, meeting ID, password) in any downstream step of your workflow.
With Softr, you can spin up scheduled Zoom meetings on the fly and feed the details into emails, database records, Slack messages, or any other workflow action.
Available actions
- Create meetingSchedule a new Zoom meeting on the connected user's account. Configure the topic, start time, duration, timezone, password, agenda, and meeting options such as host video, participant video, mute upon entry, waiting room, join before host, and automatic recording. The action returns the meeting ID, join URL, start time, password, and topic so they can be used by subsequent workflow steps.
Example use cases
Usecase
Description
- Booking confirmationCreate a Zoom meeting when a customer books a session and email them the join link automatically.
- Sales call automationSchedule a Zoom call when a new lead reaches a qualified stage in your CRM.
- Interview schedulingGenerate a Zoom meeting for each candidate and send the link to both interviewer and candidate.
- Office hours and consultationsSpin up a Zoom meeting per submission and store the join URL in a Softr database.
- Internal team syncsAuto-create a Zoom meeting and post the join link to a Slack channel when a workflow runs.
Key benefits
- No-code simplicity: Set up and manage your Zoom workflows visually in Softr, without any technical setup.
- Instant scheduling: Create Zoom meetings automatically the moment a trigger fires, with no manual setup.
- Customizable meeting options: Control video, audio, recording, and waiting room behavior on every meeting.
- Seamless handoff: Pass meeting details into any downstream action — email, database, Slack, and more.
- Sign in to your Softr workspace and open the application where you want to use the integration.
- In the left sidebar, click Workflows and either open an existing workflow or click New workflow.
- Choose a trigger for your workflow (for example, a one-time schedule, a form submission, or a record creation).
- On the workflow canvas, click the + below the trigger and select Add a new action.
- In the Select an action modal, search for Zoom and pick Zoom → Create meeting.
- The action panel opens on the Settings tab. In the Account field, click the dropdown and choose Add another account.
- A confirmation dialog appears. Click Continue to be redirected to Zoom's OAuth consent screen.
- Sign in to your Zoom account if prompted, review the requested permissions, and click Allow.
- You are redirected back to Softr. The connected Zoom account now appears in the Account field, formatted as Zoom — <Display Name> (<email>) #N.
- Fill in the action inputs (topic, start time, duration, etc.), click Continue, and turn on the workflow.
