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Schedule a Zoom Meeting from a Kizen Record
Audience: Admins, Developers, Solution Architects
Purpose: Explains how to turn on the Enable Schedule Meeting Adornment app configuration and schedule Zoom meetings from Date and DateTime fields in Kizen Records
Overview
Caution: This setup reflects Kizen's default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.
After you set up the Schedule Meeting adornment in the Zoom integration, you can schedule Zoom meetings on demand directly from Date and DateTime fields in Kizen Records. The integration uses the date and time values of the field as the default date and time of the scheduled meeting.
Before You Begin
To schedule a Zoom meeting from a Kizen Record, you need:
An active Zoom account
Authorization at the user level for the Zoom integration
Turn On the Schedule Meeting Adornment
To turn on the Schedule Meeting adornment:
1
Go to the App Marketplace
In the global navigation of Kizen, select Platform > App Marketplace.
2
Edit the Zoom configuration
Find the Zoom card, and select Edit Configuration.
The Zoom configuration page opens.
3
Go to the user settings
On the configuration page, select the User Settings tab.
4
Turn on the Schedule Meeting adornment
In the App Configuration section of the user settings, select Enable Schedule Meeting Adornment.
5
Save the configuration
Select Save.
Schedule a Zoom Meeting from a Kizen Record
Make sure to turn on the Schedule Meeting adornment in the Zoom integration before you complete these steps. For more information, see Turn On the Schedule Meeting Adornment
To schedule a Zoom meeting from a Kizen Record:
1
Open a Record
From the global navigation in Kizen, select Data > Custom Objects and the name of an Object to open its Records page. Then select the name of the Record to open.
Note: If the table on your Records page already includes the Date or DateTime field that you want to use, you don't need to open the Record. Use the date or time in the table instead.
2
Select the Schedule Zoom Meeting adornment of a Date or DateTime field
Find a Date or DateTime field on the Record to use to schedule the meeting, and select its Schedule Zoom Meeting adornment. The date value of the field becomes of the date of the scheduled meeting.
Note: Other Kizen integrations use similar adornments. When more than one of these integrations is installed, an ellipsis icon appears next to the field instead of the adornment graphic. To schedule the Zoom meeting, select the ellipsis, and then select Schedule Zoom Meeting from the context menu that opens.
The Schedule Zoom Meeting modal opens.
3
Configure the Zoom meeting
To configure the Zoom meeting, do the following:
Add a meeting topic in the Meeting Topic field.
Select the start time of the meeting from the Start Time dropdown menu.
Select the duration of the meeting from the Duration dropdown menu.
Note: If you schedule the meeting from a DateTime field, the integration uses the time value of this field as the start time of the scheduled meeting. If you attempt to schedule a meeting in the past, the integration substitutes the current time.
4
Create the meeting
Select Create Meeting.
What's Next
Learn how to interpret error messages in the Zoom integration in Troubleshoot Zoom.
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.
