How to send a meeting summary from a workflow

[Ken-Wood]

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.

[ExpertswhoJohn]

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

[Ken-Wood]

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.

[meriment]

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.