Zoom - Beta
Audience: Admins, Developers, Solution Architects
Purpose: Explains what the Zoom integration is, when to use it, and how it works within Kizen
Overview
Schedule meetings from your Zoom account, include Zoom meetings in your Kizen calendar dashlets, download meeting transcripts, and get links to audio recordings within Agentic Workflows using the Kizen Zoom integration.
Note: The Zoom integration is in Beta. It was built by Kizen using the Zoom public API. It is not created by, affiliated with, or supported by Zoom Communications, Inc.
What Is the Zoom Integration?
The Zoom integration adds three action steps to the Agentic Workflow builder in Kizen:
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
DateandDateTimefields in Kizen Records
Note: The Schedule Meeting adornment schedules meetings for your particular Zoom account, while the Schedule Meeting action in the Agentic Workflow builder can schedule meetings for any Zoom account in your organization.
To connect to Zoom, you log into your Zoom account from the integration during setup.
For more information, see Set Up Zoom in Kizen.
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.
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 Agentic Workflow 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
DateandDateTimefields 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.
Authorization
The Kizen 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 Kizen side from these settings.
For more information, see Set Up Zoom in Kizen.
Rate limits
Zoom enforces its own per-method rate limits. If you exceed a limit, the Agentic Workflow automatically retries the step after a backoff. After three retries, the step fails.
For more information, see the Zoom Developers documentation.
Scheduling
You can set up scheduled Zoom meetings with the integration, either automatically from Agentic Workflows 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:
What's Next
You're ready to set up the Zoom integration. Continue to Set Up Zoom in Kizen for step-by-step procedures.
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.
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