In this guide, we describe the steps to use Zapier with Meetgeek. This means that you will be able to share meetings or highlights using Zapier flows.
Zapier lets you connect Meetgeek to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build meeting-based workflows that otherwise wouldn't be possible.
Each Zap has one Trigger, where your information comes from, and which causes one or more Actions, where your data gets sent automatically.
These are the available fields depending on the chosen trigger:
Public highlight link
Created Date UTC
Owner of Recording Email
Owner of Recording - Email
Content of the Highlight
Start time UTC
End time UTC
You can sign up for a free Zapier account. To help you hit the ground running, here are some popular pre-made Zaps templates.
In this article:
How do I connect Meetgeek to Zapier?
Log in to your Zapier account or create a new account at https://zapier.com/sign-up
Navigate to "My Apps" from the top menu bar.
Click on "Connect a new account..." and search for "Meetgeek"
Use your credentials to connect your Meetgeek account to Zapier.
Now you can start creating automations! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
How to set up a Zapier Flow
1. Go to Settings->Integrations and press "Generate Zapier API Key" on the Zapier tile, then press the "Copy API Key" button.
2. Now go to zapier.com/app and set up a flow with Meetgeek. When asked for an API Key paste the key you copied in step 1.
3. For inspiration, check out our Zapier templates here.
Tip: When you are setting up the flow in Zapier you will be asked for a Flow Name. This name will be used to indicate which flow you'll share from Meetgeek.
How to share highlights with Zapier Integration
Once you have Zapier integration enabled and a working Flow, open a past meeting (e.g. from the past meetings page)
In the Summary View, when hovering over a highlight, you will see contextual buttons for that highlight.
Press the "Share" button and a new view will open.
Press the "Send to Zapier" button and a dropdown will appear with the available Flows
Select the Flow you want to share.
Tip: If you have more than one Flow an extra "name" will appear in the dropdown called "Send to all Flows". It allows you to call every Flow available which uses a Share Highlight trigger.
How to use workflows with Zapier Integration
Go to the workflows page.
Select if you want a meeting or a highlight to be shared (depending on the selection, you will see the flows that have been created for that trigger type).
Write the name of the highlight/meeting (if left empty it will run on all of the highlights/meetings).
Select Zapier as the destination and choose a Flow from the new dropdown.
Press the "Save rules" button.
In the animation, we created a rule which states that for any given meeting which has the title "and Meetgeek", Meetgeek will push a message on the selected Zapier flow.
Popular use cases
To make it really easy to start, we've built a library of ready-to-use Zapier templates here.
If you need further support, please write us an email or use the chat bubble within the application.