How to sync scheduled Zoom meetings with Coda
Create your playbook and set the Zoom trigger as "Meeting created"
After creating your playbook, you can proceed to add your 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 "Meeting created" under Zoom. Then, select the necessary details. This will allow your playbook to automatically detect the newly created meeting in Zoom and initiate necessary actions.
If this is your first time using a Zoom integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add row" in Coda automation
Integrate the Coda automation into your playbook to ensure the prompt addition of a new row in Coda whenever a new meeting is created in Zoom.
Click the "Add step" button, then locate the "Add row" automation for Coda and input the mandatory and relevant details.
If your Coda 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 Coda account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new row in Coda. Once turned on, it will respond to each new meeting created in Zoom by adding a new row in Coda 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.