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Triggers and actions 26 triggers ยท 33 actions
Trigger
Meeting endedTriggered when a meeting ends.
Trigger
Meeting participant joinedTriggers when a participant joins a meeting.
Trigger
Meeting registration cancelledTriggered when a meeting registration is cancelled.
Trigger
Meeting startedTriggered when a meeting starts.
Trigger
New recording completedTriggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrantTriggers when a new registrant is added to a Webinar.
Trigger
Recording completedTriggered when a recording completes.
Trigger
Upcoming meetingTriggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar endedTriggered when a webinar ends.
Trigger
Webinar startedTriggered when a webinar starts.
Action
Add meeting registrantAdds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meetingCreates a new meeting.
Action
Delete meetingDeletes the specified meeting.
Action
End meetingImmediately ends a meeting.
Action
Find meeting by agendaFinds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrantsReturns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection modeReturns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meetingOutputs details for the specified meeting.
Action
Get meeting registrantReturns details for the specified registrant in the specified meeting.
Action
Get userReturns a Zoom user's profile and settings by user ID or email.
Action
Get user settingsOutputs all settings for the specified user.
Action
List cloud recordingsLists cloud recordings for a Zoom user within a date range.
Action
List meetingsLists a Zoom user's scheduled, live, or upcoming meetings.
Action
List usersLists the users on the Zoom account.
Action
Update meetingUpdates an existing meeting.
Action
Update meeting registrant statusUpdates a registrant's status for the specified meeting.
Action
Update user settingsUpdates the specified user's settings.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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