Connectors / Service / Zoom

Zoom

Zoom

Zoom makes video and web conferencing frictionless.

Overview

The Zoom connector on the Tray.io allows to manage and update user information and content for the Zoom account. It enables managing operations at the personal as well as organizational level.

Note that the Zoom connector requires administrative level permissions.

Authentication

Before you start using the Zoom connector, you will have to create the authentication.

To do so, with the Zoom connector step highlighted, in the properties panel on the right, click the 'Authenticate' tab and 'Add new authentication'.

Version 3.0+

The first page will ask you to name your authentication.

In the next step, it asks for your 'Client ID' and 'Client secret'.

To find the above-asked credentials, go to the Zoom Marketplace site. Click 'Manage' from the top right corner of the screen.

Select your app and then click the 'App Credentials' tab from the left panel.

Use the values for the 'Client ID' and 'Client secret' available on this page.

Once done, click the 'Create authentication' button.

Version 2.0 and earlier

The first page will ask you to name your authentication. In the next step, it asks to select the 'Environment' of your choice.

Once done, click the 'Create authentication' button. On doing so, you will be prompted to sign in to your Zoom account.

Zoom trigger

If you wish your workflow to be kicked off by a particular action in Zoom, you can use the Zoom Trigger.

The Zoom trigger allows you to receive notifications and trigger workflows when given events occur associated with the selected trigger operation.

IMPORTANT!: The zoom trigger does not activate for Webinars, unless the user has an Enterprise Tier Account. Lower tier accounts cannot use this trigger for Webinars.

Trigger operation available:

  • Webhook

Instead of using a connector, choose Zoom as your trigger at the 'Create new workflow' section and wait to be redirected to your new workflow.

Use the instructions above to authenticate your trigger, and select from the options available the event you want your trigger to listen to, in order to set off the workflow itself:

Example 1 - List meetings

To use this operation, select the 'List meetings' operation in the input panel. Select the user ID from the drop down menu. You also have the option to select the meeting type to filter the meetings. Once you have provided the input fields as required click the 'Run workflow' button.

Example 2 - Get webinar report

To use this operation, select the 'Get webinar report' operation in the input panel. This operation allows you to retrieve a detail report for a specific webinar. Add the webinar ID that you would like to retrieve and click 'Run workflow' button. You can find a list of webinar IDs by using the 'List webinar operation'.

Uninstalling the Tray.io Addon

Uninstalling the Tray.io addon will be done from your Zoom dashboard.

To do this first login to your

Zoom Account and navigate to the Zoom App Marketplace.

Click 'Manage' and select 'Installed Apps'. Find the Tray.io application and press the 'Uninstall' button.

All Operations

Latest version:

2.0