How to send a meeting summary from a workflow

Forum|Forum|8 months ago
May 18, 2025
2 replies
14 views

I've just started exploring workflows and am trying to build one to save meeting summaries to our CRM.

I've found the template which will create a document from each meeting summary - that all makes sense. But I can't see any way to post to a webhook from a workflow, or any other means to send the data to another app.

There are only 19 workflow automation apps on the marketplace. None of them are for my CRM and none offer a general-purpose way to send data, like posting to a webhook or calling Make.

Am I missing something? If there a way to do this that I'm overlooking?

Thanks.

Integrations

ExpertswhoJohn

Community Super Champion | Customer

Hi @Ken-Wood

Zoom has an api to do this, so many apps can do this. Otherwise, you can 'cheat' and use Zapier or pabbly to connect.

all the best

john

https://www.youtube.com/@boomwithlordzoom

K

Ken-WoodAuthor

Newcomer

OK, but I need a trigger. I need some way to know that a meeting summary has been created, and Zoom workflows don't currently have any way to call a webhook or otherwise notify an app that a meeting summary is ready to collect.

Unless I'm missing something, workflows seem to be of no real use to me with their current limitations.

M

meriment

Newcomer

A webhook can send the meeting summary as soon as it is available trigger an email, there is an endpoint for the meeting summary. If you are not a developer there is a Zoom app, Salepager, that can notify you once a meeting summary is ready.

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