We feel video conferencing is important to the day to day running of a business, and agree that Zoom is one of the most used video conferencing tools out there today. Therefore Clinked has multiple ways for you to integrate it to your portal.
Explore below how you can use Zoom with Clinked:
Integrating Zoom through Zapier
Clinked can be integrated with many software products through Zapier in order to automate your organisation’s processes and workflow. You can find more information on Clinked’s Zapier integration here.
Through feedback, it was found that the most useful way of utilising Zoom for Clinked clients was moving new meetings into the portal and this section will explain how to achieve it with a Zap.
How to create events in Clinked for new Zoom meetings
When the steps explained in this section are finished, this Zap will allow for the details of a meeting created in your Zoom account to be automatically created as an event in the chosen Clinked Group.
To be able to automate workflows through Zapier, first you need to create an account. Once you logged in to Zapier, you can follow the steps below to integrate Zoom with Clinked;
- Click “Create a New Zap” or “New Zap” button
- Choose “Zoom” as trigger app
- Choose “New meeting” as trigger event
- Sign in to your Zoom account to connect it
- Choose meeting type (a webinar or a meeting)
- Test the trigger to make sure it’s working correctly
- Choose “Clinked” as action app
- Choose “Create Event” as action event
- Sign in to your Clinked account
- Choose a group on your Clinked account for this action to take place in
- Enter a name for your event or choose an event name from the Zoom data
- (Optional) For event description and location enter or choose from Zoom data similarly
- Optionally assign yourself to the event
- Choose the “Start Date” and “End Date” from the Zoom data
- Optionally enter other details as you wish
- Test the action to make sure it’s working correctly
- Finish and publish your Zap
Completing these steps will create a test event in the calendar of the designated group in your Clinked account. Make sure to view that event to confirm everything is in order. You can always make adjustments to the Zap to better fit your needs.
Integrating Zoom through iFrames
An iFrame is a functionality that allows you to embed a piece of content from different sources into your Clinked portal. You can learn more about them in our article here: What is an iFrame?
An iFrame is a great way to keep a central link for a Zoom meeting. This way you can use the same link each time and it’s easy to join meetings in a Clinked group.
Please follow the steps below to include a Zoom meeting as an iFrame;
- Navigate to the “Security & Authentication” tab on account settings
- Put “zoom.us” in the allowed domains for iFrames links section and click update
- Navigate to “Notes” section in a group and create a new note
- Name the note
- Click “Insert” from the menu to display options
- Select “iFrame”
- Enter your Zoom link with your personal meeting ID as highlighted below
- Click insert and remember to save the note to finish
If you wish, you can put this note as a widget to the group homepage as explained in this article.
Fore more information on iFrames, please check out this article What is an iFrame?.