- How to automatically set up Zoom meetings for new hires from Ashby
- 1. Create your playbook and set the Ashby trigger as "Application marked as Hired"
- 2. Add the "Create meeting" in Zoom automation
- 3. Create your playbook and set the Jotform trigger as "Form submission received"
- Learn more about integrating with Zoom and Ashby
How to automatically set up Zoom meetings for new hires from Ashby
Ashby > ZoomApplication marked as Hired
Create meetingCreate your playbook and set the Ashby trigger as "Application marked as Hired"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Application marked as Hired" under Ashby. Then, select details like the application ID and the hire date. This will allow your playbook to automatically detect the application that is newly marked as hired and initiate necessary actions.
If this is your first time using a Ashby integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create meeting" in Zoom automation
Integrate the Zoom automation into your playbook to ensure the prompt creation of a new Zoom meeting whenever an application is marked as hired in Ashby.
Click the "Add step" button, then locate the "Create meeting" automation for Zoom and input the mandatory and relevant details.
If your Zoom account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Zoom account.
Create your playbook and set the Jotform trigger as "Form submission received"
Activating your playbook is the final step to automate the creation of a new Zoom meeting. Once turned on, it will respond whenever an application is marked as hired in Ashby by creating a new Zoom meeting without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.
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