Skip to main content

Zoom

Connect Zoom to create a Zoom meeting automatically whenever an online (virtual) appointment is booked. The meeting link is added to the booking and can be sent in your confirmation and reminder messages. Rescheduling or cancelling the booking updates or deletes the meeting.

Before you start​

Step 1: Create a Server-to-Server OAuth app in Zoom​

  1. Log in to the Zoom App Marketplace.
  2. Click Develop in the top right corner, choose Build App and select Server to Server OAuth App, then Create.
Choosing Server to Server OAuth App in the Zoom App Marketplace
  1. Enter a name, for example "Whautomate Integration", and click Create.
  2. Fill in the Information section with your basic and developer contact details, then click Continue.
  3. Skip Feature. In Scopes, click + Add Scopes and add:
    • Under View and manage all user meetings: Create a meeting for a user (meeting:write:meeting:admin), Update a meeting (meeting:update:meeting:admin) and Delete a meeting (meeting:delete:meeting:admin).
    • Under View all user information: View users (user:read:list_users:admin).
The Add Scopes dialog in the Zoom App Marketplace with the Meeting product open, Create a meeting for a user (meeting:write:meeting:admin) ticked and 4 scopes selected
  1. Click Continue and then Activate your app.
  2. Open App Credentials and copy the Account ID, Client ID and Client Secret.
The App Credentials section of the Zoom app with the Account ID, Client ID and Client Secret

Step 2: Connect Zoom​

  1. Go to Settings > Integrations and click Connect on the Zoom card.

    The Integrations page with the Zoom card highlighted

  2. Under Zoom Settings, paste the Account Id, Client Id and Client Secret.

  3. Click Save. You see Zoom configuration saved successfully!

  4. Under Select Zoom User, choose the Default User: the Zoom user that hosts meetings when no other user is mapped. Click Save.

  5. Optional: under Team member Mapping, click Add Team Member, choose a Staff member and their Zoom User, so meetings for their bookings are created under their own Zoom account. Click Save.

If no Zoom users appear, check the scopes in your Zoom app and refresh the page.

The Zoom Configuration page with the Account Id, Client Id and Client Secret fields and the setup instructions

Disconnect​

Click Disconnect and confirm. New online bookings no longer get a Zoom meeting; existing meetings stay in Zoom.

Last updated on