MARKETING
Confirm Zoom Webinar Registrants Instantly
When someone registers for your Zoom webinar, log them to a Coda tracker and send a branded confirmation email with their unique join link and a calendar invite.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Zoom webinar registrantZoom
- ActionUpsert registrant row in Coda trackerCoda
- ActionCreate calendar invite for the sessionGoogle Calendar
- OutputSend branded confirmation email with join linkGmail
What it does
The moment a person registers for your Zoom webinar, this workflow captures their details, records them in a Coda registration tracker, and sends a personalized confirmation email containing their unique join URL plus a one-click calendar attachment.
When to use it
Run this for any webinar where Zoom's default confirmation email is too plain or off-brand, or when you want a live registration roster in Coda for the marketing team without exporting CSVs after the fact.
How it works
1. A Zoom webinar registration event fires the trigger with the registrant's name, email, and personal join link. 2. The flow upserts a row in the Coda registrations table so the roster stays current and deduplicated by email. 3. A Google Calendar invite is created and attached so the registrant can save the time in one tap. 4. Gmail sends a branded confirmation email that merges in their first name, the unique join URL, and the calendar file. Each registrant gets a clean, on-brand confirmation within seconds, and your team watches the roster fill in Coda in real time.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect CodaDocs, packs, automations.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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