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Book online appointments from Matrix leveraging a Datastore schedule

Use this recipe to publish available appointment times on your Matrix site so your customers can book online, automatically sending a Zoom meeting to all participants. In this extended version, appointment slots are managed in Datastore blueprint book meetings.

Implement this recipe to enable your customers to easily book online appointments with your team, according to a schedule managed in Datastore.

Both the customer and your staff member(s) will automatically receive a Zoom meeting invitation for the selected time minimising overhead and human error.

The Datastore schedule is updated automatically after a slot has been booked to prevent double bookings.

Booking a meeting with Datastore and Matriex

This is a powerful recipe but please note that it requires some set-up in the systems that Connect will talk to. Please refer to the Configuration tab on this page, and documentation link for more information.

It’s easy to integrate using a Recipe. All you need is the right credentials to connect. We recommend you test the integration with a Sandbox account before using it in production.

  1. Click the Activate recipe button to deploy this Recipe in Squiz Connect.
  2. Sign into Squiz Connect if you’re not already signed in.
  3. Follow the on screen instructions to finish deploying the Recipe.

Activating the recipe

The following simple configuration steps need to be carried out as part of the recipe activation. Greater details for steps 1 and 4 can be found below.

  1. Install the Zoom Connect app and getting connected
  2. Setup the Datastore book meetings blueprint
  3. Finish Activating the recipe in Connect
  4. Link the Book Zoom meetings through Matrix flow to call the Datastore meeting schedule flow

Installing the Zoom Connect app and getting connected

  1. On the Zoom marketplace, navigate to the Connect app and choose Install.
  2. During the recipe activation process in Connect, you will need to create a REST API V2 for Zoom.
    • On the REST API V2 credential page, select 0Auth2 from the Type dropdown
    • Choose the Zoom App Auth client from the Choose Auth Client dropdown.
    • Enter a name to the credential (e.g. Zoom app) in the Name Your Credential field.

    3. Zoom credential screen

  1. Click Authenticate to authorize Connect to your Zoom account.
  2. In the popup that displays log into Zoom.
  3. Once you logged to Zoom,  click on Authorize button on the consent screen.Zoom consent screen
  4. After the authentication is successful, click Save to save the credential.
  5. The Zoom credential will now be available for selection on the activating recipe step.

Uninstalling the Connect app

  1. Log into your Zoom account and navigate to the Zoom marketplace.
  2. Click Manage > Installed Apps or search for the Connect app.
  3. Click the Connect app and choose Uninstall.
  4. In Connect, go to the workspace(s) with Zoom flows.
  5. Open the credentials page and click REST API 2
  6. Delete the Zoom credential from the list.

Link the flows

  1. Click the Datastore meeting schedule flow to view the webhook URL, copy the webhook URL.
  2. Edit the Book Zoom meetings through Matrix flow, go to Check meeting availability step 5 Input, replace the {Datstore meeting schedule flow webhook url} with the one that you copied from step 1
  3. Repeat the same step at Update booking and meeting status step of the same flow, replace the {Datstore meeting schedule flow webhook url} with the one that you copied from step 1


Flow step 2

TypeRecipe
For  Integrations (Connect)
Flows 2
  Documentation