Integrate Lucid Meetings with CloudTalk

Send information between Lucid Meetings and CloudTalk automatically, without writing any code, using Zoho Flow.

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Trigger an SMS notification via CloudTalk when a new booking is made in Lucid Meetings

Provide customers with immediate confirmation of their booking for enhanced clarity. This flow will automate sending an SMS through CloudTalk for any new booking made in Lucid Meetings.

How it works
  1. The flow triggers when a new meeting is scheduled in Lucid Meetings.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Trigger an SMS notification via CloudTalk when a new booking is made in Lucid Meetings

Lucid Meetings + CloudTalk

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Supported triggers and actions

Integrate Lucid Meetings and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New action item

Triggers when a new action item is created

Meeting starts

Triggers when a meeting starts

Meeting ends

Triggers when a meeting ends

New meeting

Triggers when a new meeting is scheduled

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create action item

Creates a new action item in the selected room

Create meeting

Creates a new meeting

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

What is Lucid Meetings?

Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.

Bookings/Scheduling

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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