Automate Zoom Registrations with Pabbly Connect and Cognito Forms

Learn how to automate Zoom meeting registrations using Pabbly Connect and Cognito Forms in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Zoom meeting registrations using Pabbly Connect, start by accessing the Pabbly Connect dashboard. You can sign up for a free account, which takes just a couple of minutes. Once logged in, you’ll be ready to create an automation workflow.

After accessing the dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Cognito Form to Zoom.’ Selecting the appropriate folder in your Pabbly Connect account is also essential before you click ‘Create’. This setup is crucial for organizing your integrations effectively.

2. Setting Up the Trigger with Cognito Forms

In this step, you will set up the trigger using Cognito Forms in Pabbly Connect. Begin by selecting Cognito Forms as the app from the trigger window. For the trigger event, choose ‘New Entry’ to capture new form submissions.

• Select ‘Cognito Forms’ as the app.
• Choose ‘New Entry’ as the trigger event.
• Copy the webhook URL provided.

Next, navigate to your Cognito Forms and go to the settings. Turn on the option to post JSON data to a website and paste the copied webhook URL into the designated field. After saving, Pabbly Connect will be ready to capture responses from your form submissions.

3. Capturing Form Submissions in Pabbly Connect

Once you have set up the webhook, Pabbly Connect will wait for responses from your Cognito Forms. To test this, submit a dummy entry through your form. For example, input a name, email, phone number, and city.

• Enter a name (e.g., ‘Demo User’).
• Provide an email address (e.g., ‘[email protected]’).
• Fill in the phone number and city.

After submitting, return to Pabbly Connect to see that it has captured the form submission details. This confirms that the connection between Cognito Forms and Pabbly Connect is functioning correctly.

4. Adding Registrants in Zoom via Pabbly Connect

Now, it’s time to add the captured details as registrants in Zoom using Pabbly Connect. In the action step, select Zoom and choose the action event as ‘Add Meeting Registrant.’ After connecting your Zoom account, select the meeting for which you want to add the registrant.

Select the appropriate Zoom meeting from the dropdown. Map the email, first name, last name, and city from the trigger step. Click on ‘Save and Send Test Request’ to finalize the setup.

After completing these steps, check your Zoom account to confirm that the registrant has been added successfully. This integration showcases how Pabbly Connect seamlessly connects Cognito Forms with Zoom, automating the registration process.

5. Testing the Automation Workflow

To ensure everything is working correctly, conduct a test by submitting another entry through your Cognito Form. Use different details to see if the automation captures the new submission and adds it as a registrant in Zoom.

Submit a new form entry with unique details. Check the Zoom registration list for the new entry.

Once confirmed, you can be assured that the integration using Pabbly Connect is functioning flawlessly. This automation saves time and effort in managing registrations for your Zoom meetings.

Conclusion

In this tutorial, we explored how to automate Zoom meeting registrations using Pabbly Connect and Cognito Forms. By following these steps, you can streamline your registration process efficiently. This integration not only saves time but also enhances user experience.