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Get Started FreeTrigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new Meeting or Webinar is created.
Triggers when new meeting created
Triggers when new participant joined meeting
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new Meeting or Webinar is created.
Triggers when new meeting created
Triggers when new participant joined meeting
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Choose Apptivo as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Zoom as the action app from the list.
Connect your Zoom account & authenticate it.
Select the data you want to send from Apptivo to Zoom & your AI Agent is ready!
New Lead
Create Meeting
New Lead
Create Registrant
New Lead
Create Meeting Registrant
New Lead
Create Meeting Registration Custom Question
New Case
Create Meeting
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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.
The integration between Apptivo and Zoom 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:
While assessing the security of integrating Apptivo with Zoom, 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 Apptivo-Zoom integration:
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