integration-service
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Integration Service User Guide
Automation CloudAutomation Cloud Public Sector
Last updated Sep 26, 2024

Zoom authentication

Prerequisites

Depending on the authentication type you select, you need one of the following credentials:

  • OAuth 2.0 Authorization code: the email address and password associated with your account.
  • Bring your own OAuth 2.0 app: client ID and client secret.

For creating a private OAuth2 app, follow the steps mentioned in the Zoom documentation.

To be able to create a standard connection, you need to have a valid Zoom account.
  • An administrator must set valid permissions for Zoom app pre-approval.
    • Sign in to the Zoom marketplace .
    • Search for an app and click on the icon to select it.
    • In the Who can install section, enable the Pre-approve toggle.
    By default, Allow all users on your account to install this app is selected. If you would like to instead pre-approve the app for certain users or groups:
    • Select Allow specific users or user groups to install this app.
    • Click Add users.
    • Add users with the following options:
    • Add an individual user: Enter the email address of the user in your account and click Add. Repeat this process as necessary to include additional users.
    • Add a user group: Enter the group name of the user group in your account and click Add. Repeat this process as necessary to include additional user groups.
Note: A combination of individual users and user groups can be given access to a pre-approved app. When a Zoom App is pre-approved for users and/or groups of users, they are notified of the pre-approval to use that Zoom App.
Note: Please note that Zoom currently does not support multi session support for OAuth 2.0 connections. This is currently being tracked as a high priority request with the following reference: ZOOM-325298. More information can be found in the Zoom developer knowledge base.

Add the Zoom connection

To create a connection to your Zoom instance, you need to perform the following steps:

  1. Select Integration Service from Automation Cloud.
  2. From the Connectors list, select Zoom. You can also use the search bar to find the connector.
  3. Select the Connect to Zoom button.
  4. You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

  5. Enter the required credentials for your preferred authentication method and select Connect.

  6. Your connection has been added.
If you encounter an error stating that the application needs pre-approval, have your Zoom administrator follow the steps below:
  1. Sign in to https://marketplace.zoom.us/ as an account owner or admin.
  2. In the top-right corner of the Marketplace, click Manage.
  3. In the My Admin Dashboard section, click Permissions.
  4. Click the Require publicly listed apps on the Zoom App Marketplace to be pre-approved for your users toggle to enable or disable it.
  5. If a verification dialog displays, click Turn On to verify the change.
  6. (Optional) Select the Allow publicly listed apps created by Zoom to be installed without admin pre-approval check box to exempt Zoom-created apps from pre-approval by an admin.
  7. (Optional) Select the Allow publicly listed apps created by users in your account to be installed without admin pre-approval check box to exempt apps created by a member of your organization from pre-approval by an admin.
Note: If pre-approval of Zoom Apps is disabled, users on your account will be notified of the updated permissions to use Zoom Apps. This notification requires version 5.9.6 or higher. If pre-approval of Zoom Apps is enabled, an email notification will be sent out to all the users in your account. You can read more on this here.

Privileges and permissions

  • When creating a connection via Zoom, you must allow the application to view and manage information in accordance with the following privileges and permissions:

    • meeting:write
      • This scope allows an app to view and manage user's meetings. This includes performing actions such as scheduling and updating meetings, g meetings, and updating live streaming options.
    • recording:read
      • This scope allows an app to view a user's meeting or webinar recordings.
    • user_info:read
      • This scope allows an app to view your own user information. This scope is a subset of the user:read scope. Because of this, you do not need to request both this scope and the user:read scope.
  • More information regarding the OAuth 2.0 scopes can be found via the Zoom vendor documentation.

docs image
  • Prerequisites
  • Add the Zoom connection
  • Privileges and permissions

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