How to schedule a meeting in Zoom for each new record added in SmartSuite

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Record added" under SmartSuite. Then, select details like the table. This will allow your playbook to automatically detect the new record added in SmartSuite and initiate necessary actions.

If this is your first time using a SmartSuite integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Zoom automation into your playbook to ensure the prompt creation of a new meeting in Zoom whenever a new record is added to a specific SmartSuite table.

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.

Activating your playbook is the final step to automate the creation of a new meeting in Zoom. Once turned on, it will respond to a new record added in a specific SmartSuite table by scheduling a new meeting in Zoom 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.