> For the complete documentation index, see [llms.txt](https://developer.kizen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.kizen.com/docs/integrations-and-plugins/integrations/zoom-beta.md).

# Zoom - Beta

{% hint style="success" %}
**Audience:** Admins, Developers, Solution Architects 

**Purpose:** Explains what the Zoom integration is, when to use it, and how it works within <code class="expression">space.vars.Kizen\_company\_name</code>
{% endhint %}

## Overview

Schedule meetings from your Zoom account, include Zoom meetings in your <code class="expression">space.vars.Kizen\_company\_name</code> calendar dashlets, download meeting transcripts, and get links to audio recordings within <code class="expression">space.vars.automations</code> using the <code class="expression">space.vars.Kizen\_company\_name</code> Zoom integration.

{% hint style="info" %}
**Note:** The Zoom integration is in Beta. It was built by <code class="expression">space.vars.Kizen\_company\_name</code> using the Zoom public API. It is not created by, affiliated with, or supported by Zoom Communications, Inc.
{% endhint %}

### What Is the Zoom Integration?

The Zoom integration adds three action steps to the <code class="expression">space.vars.automation</code> builder in <code class="expression">space.vars.Kizen\_company\_name</code>:

* **Schedule Meeting:** Schedules a Zoom meeting, either from your own Zoom account or from another Zoom account in your organization
* **Get Transcript:** Returns the text transcript of a Zoom meeting
* **Get Audio File:** Returns the link to the audio recording of a Zoom meeting

It also adds two app configurations:

* **Enable External Calendars:** Includes your Zoom meetings on calendar dashlets
* **Enable Schedule Meeting Adornment:** Enables you to schedule Zoom meetings for yourself from `Date` and `DateTime` fields in <code class="expression">space.vars.Kizen\_company\_name</code> <code class="expression">space.vars.entities</code>

{% hint style="info" %}
**Note:** The Schedule Meeting adornment schedules meetings for your particular Zoom account, while the Schedule Meeting action in the <code class="expression">space.vars.automation</code> builder can schedule meetings for any Zoom account in your organization.
{% endhint %}

To connect to Zoom, you log into your Zoom account from the integration during setup.

For more information, see [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md).

### When to Use the Zoom Integration

Use the Zoom integration if you want to simplify and automate meeting scheduling, capture meeting transcripts and audio for AI-driven processes, and include your Zoom meetings alongside other events in a single calendar interface.

#### Common Use Cases

* Automatically scheduling a Zoom meeting in a collaborative workflow and emailing the join link to everyone on the team
* Downloading the transcript of a Zoom meeting for AI summarization
* Automatically sending a link to the audio recording of a Zoom meeting to absent team members

***

## How the Zoom Integration Works

Before you configure the Zoom integration, it's important to understand how it functions at a conceptual level.

### Zoom Account Requirements

To use the integration, you need an active Zoom account with administrator privileges. While you can access some of the integration's features with a free Zoom account, you need a paid account to work with transcripts and audio file links specifically.

If you intend for more than one member of your organization to use the Zoom integration, each member needs their own Zoom account. Individual accounts must be paid accounts also to access transcripts and audio file links.

For more information, see [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md).

### Connection Model

The integration utilizes dual OAuth connections to the Zoom API:

* **One connection at the business level authorized by a Zoom administrator.** This connection powers the <code class="expression">space.vars.automation</code> action steps. The admin account can schedule meetings and extract transcripts and links to audio recordings on behalf of every other user in the Zoom organization.
* **One connection at the user level per individual Zoom user account.** This connection powers calendar sync and the meeting scheduler from `Date` and `DateTime` fields for the users of the Zoom integration. Each user has access to their own meetings on the calendar, and they can schedule meetings only for themselves.

These connections function independently of each other. If you don't need the features at the user level, for example, you don't need to authorize as a user in the integration.

For more information, see [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md).

### Authorization

The <code class="expression">space.vars.Kizen\_company\_name</code> proxy manages the OAuth tokens at the business level and user level automatically. You don't typically have to reauthorize either connection, but you can do so from the integration's configuration settings if the need arises. You can also revoke access to the API on the <code class="expression">space.vars.Kizen\_company\_name</code> side from these settings.

For more information, see [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md).

### Rate limits

Zoom enforces its own per-method rate limits. If you exceed a limit, the <code class="expression">space.vars.automation</code> automatically retries the step after a backoff. After three retries, the step fails.

For more information, see the [Zoom Developers](https://developers.zoom.us/docs/api/rate-limits/) documentation.

### Scheduling

You can set up scheduled Zoom meetings with the integration, either automatically from <code class="expression">space.vars.automations</code> or on demand through the Schedule Meeting adornment. You can't set up recurring meetings, personal meeting rooms, instant meetings, phone calls, or webinars.

### Privacy

Meeting transcripts don't include speaker identification or timestamps.

***

## Available Zoom Actions and Topics

For step-by-step instructions on using the Zoom integration, see the following topics:

* [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md)
* [Use Zoom in an Agentic Workflow](/docs/integrations-and-plugins/integrations/zoom-beta/use-zoom-in-an-agentic-workflow.md)
* [Show Your Zoom Meetings on Calendar Dashlets](/docs/integrations-and-plugins/integrations/zoom-beta/show-your-zoom-meetings-on-calendar-dashlets.md)
* [Schedule a Zoom Meeting from a Kizen Record](/docs/integrations-and-plugins/integrations/zoom-beta/schedule-a-zoom-meeting-from-a-kizen-record.md)
* [Troubleshoot Zoom](/docs/integrations-and-plugins/integrations/zoom-beta/troubleshoot-zoom.md)

***

## What's Next

You're ready to set up the Zoom integration. Continue to [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md) for step-by-step procedures.

<details>

<summary><strong>Related Topics</strong></summary>

* [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md)
* [Use Zoom in an Agentic Workflow](/docs/integrations-and-plugins/integrations/zoom-beta/use-zoom-in-an-agentic-workflow.md)
* [Show Your Zoom Meetings on Calendar Dashlets](/docs/integrations-and-plugins/integrations/zoom-beta/show-your-zoom-meetings-on-calendar-dashlets.md)
* [Schedule a Zoom Meeting from a Kizen Record](/docs/integrations-and-plugins/integrations/zoom-beta/schedule-a-zoom-meeting-from-a-kizen-record.md)
* [Troubleshoot Zoom](/docs/integrations-and-plugins/integrations/zoom-beta/troubleshoot-zoom.md)

</details>

***

*Zoom and the Zoom logo are trademarks or registered trademarks of Zoom Communications, Inc. Kizen's Zoom integration is not affiliated with, sponsored by, or endorsed by Zoom Communications, Inc.*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://developer.kizen.com/docs/integrations-and-plugins/integrations/zoom-beta.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.