Guide

How to automatically schedule Zoom meetings for new Retable rows

Learn how to set up a Relay playbook that automatically generates Zoom meetings whenever a new row is added to your Retable. This guide helps you connect Retable with Zoom to streamline your meeting scheduling.
Retable logoRetable > Zoom
Trigger
Last triggered
Retable logoRow added
Zoom logoCreate meeting
1

Add the Retable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Row added" under Retable. Then, select the table you want to monitor. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a new row is added in your Retable, your playbook will run automatically.

2

Add the Zoom "Create meeting" automation

Now, you can create a new meeting in Zoom by selecting "Create meeting" from the Zoom automation list.

Connect Zoom to Relay if you haven't already, then fill out the details like the meeting topic, start date/time, duration (in minutes), invitees, passcode, and agenda. You can reference fields from Retable to pass along the correct data automatically.

3

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will run automatically whenever a new row is added in Retable. You can also click "Check now" to manually check whenever you'd like.

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