# Zoom


Zoom (opens new window) provides a cloud platform for video and audio conferencing, collaboration, chat, and webinars. Zoom is accessible across mobile devices, desktops, telephones, and room systems.

# How to connect to Zoom on Workato

# API version

The Zoom connector uses Zoom's REST API v2 (opens new window).

# Connection setup

The Zoom connector uses OAuth 2.0 to connect to Zoom. Follow these steps to create a Zoom connection in Workato:

1

Enter a Connection Name to identify your Zoom account in Workato.

Zoom Connection Setup Name your connection

2

Click Connect to initiate the authorization process. This action redirects you to Zoom's login page for login and verification.

Zoom Connection Setup Authorize your connection

# Permissions required to connect

We recommend setting up a dedicated API user account in Zoom to authorize Workato. This setup allows you to assign the API user to a role with only the necessary permissions. Alternatively, you can use an existing Zoom owner or admin account, if you ensure it has the required permissions, as some admin accounts might have restricted access due to their specific configurations.

# Add an API user

Complete the following steps to set up a provisioned API user for Workato:

1

Navigate to Admin > User Management > Users in the Zoom sidebar.

Add users Add users

2

Click the Add Users button.

3

Enter an appropriate email for the API user. An IT admin alias is recommended.

Enter user email Enter user email

4

Choose Basic as the User Type. For fields like Department, Manager, Job Title, Location, and User Groups, enter N/A or make selections based on your requirements.

5

Navigate to Admin > Roles.

Add role Add role

6

Select Add Role.

7

Provide a Role Name and Description.

Enter role name Enter role name

8

Click Add.

9

Navigate to the Roles > Roles Settings tab and create a Zoom role with the following permissions for your integration:

  • Role management: View and Edit
  • Groups: View and Edit
  • Recording management: View and Edit
  • Zoom rooms: View and Edit
  • Meetings: View
  • Webinars: View
  • Usage reports: View
  • Schedule tracking fields: View and Edit

Create role permissions Create role permissions

Role permissions are required to allow the Workato Zoom connector to perform account-level actions, such as scheduling meetings or webinars on behalf of other Zoom users.

10

Select Save Changes to save the role permissions.

11

Navigate to Users and locate the user you created in the preceding steps.

Edit user role Edit user role

12

Click Edit and assign the new User Role to your API user.

Assign Role Assign user role

13

Click Save to confirm your changes.

# How to uninstall Workato from Zoom

WARNING

Uninstalling Zoom automatically stops all active recipes that use the Zoom connector in your Workato account. You must establish a new app connection on Workato to reinstall Zoom.

Complete the following steps to uninstall Workato from Zoom:

1

Go to the Connections page in Workato and disconnect all active Zoom connections.

2

Visit the Zoom App Marketplace (opens new window), and sign in with your account administrator credentials.

Zoom App Marketplace Zoom App Marketplace

3

Click Manage and then select Added Apps in the navigation bar.

Remove apps Remove apps

4

Find the app you plan to remove and select Remove. A Remove App window displays.

5

Optional. Use the drop-down menu to choose the reason for removing this app.

6

Confirm the app removal by clicking Remove.

# List of Workato triggers and actions

Workato currently supports the following triggers and actions. Find out more details about each by clicking on the links below. You can also navigate to them through the side bar.


Last updated: 5/17/2024, 2:35:03 AM