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Resources/Integrations/Zoom

Scheduling & Meetings

📹 Zoom integration

Access levels: Read-only · Schedule meetings · Full access · Verified July 15, 2026

PreviousGoogle CalendarNextCalendly

Connect Zoom once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Zoom

  • Look things up, get a meeting; get a meeting summary; get a webinar, and more.
  • Do real work, add a meeting registrant; add a webinar registrant; add project collaborators; add whiteboard collaborator, and more.
  • Run it on a schedule: any of the 104 available tools below can be part of a scheduled task or a mission.

How to connect

  1. In your dashboard, open Integrations and find Zoom.
  2. Click Connect and pick an access level (we recommend Schedule meetings): this is the ceiling for every agent.
  3. Sign in to Zoom in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

LevelWhat it allows
Read-onlySee meetings and recordings. Cannot create or modify.
Schedule meetingsRead existing meetings and create new ones.Recommended
Full accessManage meetings, recordings, webinars, and settings.

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 104 tools agents use in Zoom through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

ToolWhat it doesAccess level
Add a meeting registrant
ZOOM_ADD_A_MEETING_REGISTRANT
Registers a participant for a Zoom meeting that has registration enabled.Schedule meetings, Full access
Add a webinar registrant
ZOOM_ADD_A_WEBINAR_REGISTRANT
Registers a participant for a Zoom webinar that has registration enabled.Schedule meetings, Full access
Add project collaborators
ZOOM_ADD_PROJECT_COLLABORATORS
Adds one or more collaborators to a whiteboard project.Schedule meetings, Full access
Add whiteboard collaborator
ZOOM_ADD_WHITEBOARD_COLLABORATOR
Adds one or more collaborators to a whiteboard.Schedule meetings, Full access
Apply classification to whiteboard
ZOOM_APPLY_CLASSIFICATION_TO_WHITEBOARD
Applies or updates a classification label on a whiteboard.Schedule meetings, Full access
Create a meeting
ZOOM_CREATE_A_MEETING
Enable Zoom meeting creation via user-level apps with "me".Schedule meetings, Full access
Create iq conversation
ZOOM_CREATE_IQ_CONVERSATION
DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA).Schedule meetings, Full access
Create iq conversation comment
ZOOM_CREATE_IQ_CONVERSATION_COMMENT
DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).Schedule meetings, Full access
Create iq user conversation
ZOOM_CREATE_IQ_USER_CONVERSATION
DEPRECATED: Use ZOOM_CREATE_ZRA_USER_CONVERSATION instead (Zoom rebranded IQ to ZRA).Schedule meetings, Full access
Create project
ZOOM_CREATE_PROJECT
Creates a new whiteboard project in Zoom. Use when you need to organize and group whiteboards together, optionally adding collaborators and initializing the project with existing whiteboards.Schedule meetings, Full access
Create whiteboard
ZOOM_CREATE_WHITEBOARD
Creates a new whiteboard for the authenticated user.Schedule meetings, Full access
Create whiteboard export
ZOOM_CREATE_WHITEBOARD_EXPORT
Creates an export task to generate PDF exports and audit logs for specified whiteboards.Schedule meetings, Full access
Create zra conversation
ZOOM_CREATE_ZRA_CONVERSATION
Create a new conversation in Zoom Revenue Accelerator (ZRA).Schedule meetings, Full access
Create zra conversation comment
ZOOM_CREATE_ZRA_CONVERSATION_COMMENT
Create a comment on a Zoom Revenue Accelerator conversation.Schedule meetings, Full access
Create zra crm accounts
ZOOM_CREATE_ZRA_CRM_ACCOUNTS
Create or update CRM accounts in Zoom Revenue Accelerator (ZRA).Schedule meetings, Full access
Create zra crm contacts
ZOOM_CREATE_ZRA_CRM_CONTACTS
Bulk import or delete CRM contacts in Zoom Revenue Accelerator.Full access
Create zra crm deals
ZOOM_CREATE_ZRA_CRM_DEALS
Bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA).Full access
Create zra crm leads
ZOOM_CREATE_ZRA_CRM_LEADS
Bulk import CRM leads into Zoom Revenue Accelerator (ZRA).Full access
Create zra crm settings
ZOOM_CREATE_ZRA_CRM_SETTINGS
Register a new CRM API integration for Zoom Revenue Accelerator (ZRA).Schedule meetings, Full access
Create zra user conversation
ZOOM_CREATE_ZRA_USER_CONVERSATION
Create a new conversation in Zoom Revenue Accelerator for a specific user.Schedule meetings, Full access
Delete a meeting
ZOOM_DELETE_A_MEETING
Delete or cancel a scheduled Zoom meeting.Full access
Delete iq conversation
ZOOM_DELETE_IQ_CONVERSATION
DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA).Full access
Delete iq conversation comment
ZOOM_DELETE_IQ_CONVERSATION_COMMENT
DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).Full access
Delete iq deal activities
ZOOM_DELETE_IQ_DEAL_ACTIVITIES
DEPRECATED: Use ZOOM_DELETE_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA).Full access
Delete meeting recordings
ZOOM_DELETE_MEETING_RECORDINGS
Deletes all cloud recordings for a meeting or webinar.Full access
Delete project
ZOOM_DELETE_PROJECT
Deletes a whiteboard project by its ID. Deleting a project removes all associated whiteboards from the project. Use when you need to permanently remove a whiteboard project and all its contents from Zoom. This action is…Full access
Delete project collaborator
ZOOM_DELETE_PROJECT_COLLABORATOR
Removes a collaborator from a whiteboard project.Full access
Delete whiteboard
ZOOM_DELETE_WHITEBOARD
Deletes a whiteboard by its unique identifier.Full access
Delete whiteboard collaborator
ZOOM_DELETE_WHITEBOARD_COLLABORATOR
Removes a collaborator from a whiteboard. Use this action when you need to revoke a user's access to a specific whiteboard by removing them as a collaborator. This action is irreversible for the collaborator's access, t…Full access
Delete zra conversation
ZOOM_DELETE_ZRA_CONVERSATION
Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID.Full access
Delete zra conversation comment
ZOOM_DELETE_ZRA_CONVERSATION_COMMENT
Delete a comment from a Zoom Revenue Accelerator conversation.Full access
Delete zra crm settings
ZOOM_DELETE_ZRA_CRM_SETTINGS
Deletes CRM settings for Zoom Revenue Accelerator (ZRA).Full access
Delete zra deal activities
ZOOM_DELETE_ZRA_DEAL_ACTIVITIES
Delete activities from a Zoom Revenue Accelerator (ZRA) deal.Full access
Download imported whiteboard file
ZOOM_DOWNLOAD_IMPORTED_WHITEBOARD_FILE
Downloads a specific file that was imported into a whiteboard, including images, PDFs, DOCX, and other supported file formats.All levels
Download whiteboard export
ZOOM_DOWNLOAD_WHITEBOARD_EXPORT
Downloads the exported whiteboard content for a completed whiteboard export task.All levels
Download whiteboard session activity
ZOOM_DOWNLOAD_WHITEBOARD_SESSION_ACTIVITY
Downloads the activity archive file for a whiteboard archiving session.All levels
Get a meeting
ZOOM_GET_A_MEETING
Retrieves detailed information about a Zoom meeting by its ID.All levels
Get a meeting summary
ZOOM_GET_A_MEETING_SUMMARY
IMPORTANT: This action requires a PAID Zoom account (Pro, Business, or Enterprise plan).All levels
Get a webinar
ZOOM_GET_A_WEBINAR
Access Zoom Webinar details requires Pro or higher plan and Webinar add-on.All levels
Get daily usage report
ZOOM_GET_DAILY_USAGE_REPORT
The daily report provides Zoom service usage details, like new users, meetings, participants, and minutes per day for a month, requiring a Pro plan or higher.All levels
Get iq conversation comments
ZOOM_GET_IQ_CONVERSATION_COMMENTS
DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_COMMENTS instead (Zoom rebranded IQ to ZRA).All levels
Get iq conversation content analysis
ZOOM_GET_IQ_CONVERSATION_CONTENT_ANALYSIS
Retrieve content analysis for a Zoom IQ conversation by its ID.All levels
Get iq conversation interactions
ZOOM_GET_IQ_CONVERSATION_INTERACTIONS
DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS instead (Zoom rebranded IQ to ZRA).All levels
Get iq conversation scorecards
ZOOM_GET_IQ_CONVERSATION_SCORECARDS
DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_SCORECARDS instead (Zoom rebranded IQ to ZRA).All levels
Get iq deal
ZOOM_GET_IQ_DEAL
Get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ).All levels
Get iq deal activities
ZOOM_GET_IQ_DEAL_ACTIVITIES
DEPRECATED: Use ZOOM_GET_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA).All levels
Get iq user conversations playlists
ZOOM_GET_IQ_USER_CONVERSATIONS_PLAYLISTS
DEPRECATED: Use ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS instead (Zoom rebranded IQ to ZRA).All levels
Get marketplace user apps
ZOOM_GET_MARKETPLACE_USER_APPS
Retrieves a paginated list of Zoom Marketplace apps installed for a specific user.All levels
Get marketplace user entitlements
ZOOM_GET_MARKETPLACE_USER_ENTITLEMENTS
Retrieves marketplace entitlements for a specific Zoom user by ID or 'me'.All levels
Get meeting recordings
ZOOM_GET_MEETING_RECORDINGS
To download meeting recordings, use download_url.All levels
Get past meeting participants
ZOOM_GET_PAST_MEETING_PARTICIPANTS
Retrieves the list of participants who attended a past (ended) Zoom meeting.All levels
Get project
ZOOM_GET_PROJECT
Retrieves detailed information about a specific whiteboard project by its ID.All levels
Get user
ZOOM_GET_USER
Retrieves detailed information about a specific Zoom user by ID, email, or 'me'.All levels
Get whiteboard
ZOOM_GET_WHITEBOARD
Retrieves details about a specific whiteboard document.All levels
Get whiteboard export status
ZOOM_GET_WHITEBOARD_EXPORT_STATUS
Retrieves the status of a whiteboard export task by its task ID.All levels
Get whiteboard session
ZOOM_GET_WHITEBOARD_SESSION
Retrieves detailed information about a specific whiteboard session by its session ID.All levels
Get zra conversation comments
ZOOM_GET_ZRA_CONVERSATION_COMMENTS
Retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation.All levels
Get zra conversation interactions
ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS
Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation.All levels
Get zra conversation scorecards
ZOOM_GET_ZRA_CONVERSATION_SCORECARDS
Retrieve scorecards for a specific conversation in Zoom Revenue Accelerator.All levels
Get zra deal activities
ZOOM_GET_ZRA_DEAL_ACTIVITIES
Retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal.All levels
Import whiteboard
ZOOM_IMPORT_WHITEBOARD
Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files).Schedule meetings, Full access
List all recordings
ZOOM_LIST_ALL_RECORDINGS
This text details how to list Zoom cloud recordings for a user, notably by using "me" for user-level apps and requiring an OAuth token for access.All levels
List archived files
ZOOM_LIST_ARCHIVED_FILES
Lists archived meeting and webinar files within a specified date range (max 7 days).All levels
List devices
ZOOM_LIST_DEVICES
Lists devices in your Zoom account managed through Zoom Device Management (ZDM).All levels
List iq conversations
ZOOM_LIST_IQ_CONVERSATIONS
DEPRECATED: Use ZOOM_LIST_ZRA_CONVERSATIONS instead (Zoom rebranded IQ to ZRA).All levels
List iq deals
ZOOM_LIST_IQ_DEALS
DEPRECATED: Use ZOOM_LIST_ZRA_DEALS instead (Zoom rebranded IQ to ZRA).All levels
List marketplace app custom fields
ZOOM_LIST_MARKETPLACE_APP_CUSTOM_FIELDS
Retrieve custom fields configured for a Zoom Marketplace app.All levels
List meetings
ZOOM_LIST_MEETINGS
This Zoom API lists a user's scheduled meetings using the me value for user-level apps, excluding instant meetings and only showing unexpired ones.All levels
List meeting summary templates
ZOOM_LIST_MEETING_SUMMARY_TEMPLATES
Retrieve a list of meeting summary templates for a specified user.All levels
List past meeting instances
ZOOM_LIST_PAST_MEETING_INSTANCES
Retrieve all UUIDs for past instances of a given meeting.All levels
List projects
ZOOM_LIST_PROJECTS
Lists all whiteboard projects accessible to the user.All levels
List project collaborators
ZOOM_LIST_PROJECT_COLLABORATORS
Lists all collaborators for a whiteboard project, including their roles and permissions.All levels
List users collaboration devices
ZOOM_LIST_USERS_COLLABORATION_DEVICES
List collaboration devices associated with a user.All levels
List users settings
ZOOM_LIST_USERS_SETTINGS
Retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences.All levels
List webinars
ZOOM_LIST_WEBINARS
The API lists all scheduled webinars for Zoom users with a webinar plan, using me for user-level apps.All levels
List webinar participants
ZOOM_LIST_WEBINAR_PARTICIPANTS
Get a list of past webinar participants with a Pro plan or above plus an add-on.All levels
List webinar registrants
ZOOM_LIST_WEBINAR_REGISTRANTS
Retrieves the list of registrants for a webinar with registration enabled.All levels
List whiteboards
ZOOM_LIST_WHITEBOARDS
Lists all whiteboards accessible to the user.All levels
List zra conversations
ZOOM_LIST_ZRA_CONVERSATIONS
List all conversations in Zoom Revenue Accelerator.All levels
List zra crm accounts
ZOOM_LIST_ZRA_CRM_ACCOUNTS
Lists CRM accounts from Zoom Revenue Accelerator by account IDs.All levels
List zra crm contacts
ZOOM_LIST_ZRA_CRM_CONTACTS
Retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA).All levels
List zra crm deals
ZOOM_LIST_ZRA_CRM_DEALS
Retrieve CRM deal information from Zoom Revenue Accelerator (ZRA).All levels
List zra crm leads
ZOOM_LIST_ZRA_CRM_LEADS
Retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA).All levels
List zra crm settings
ZOOM_LIST_ZRA_CRM_SETTINGS
Retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA).All levels
List zra deals
ZOOM_LIST_ZRA_DEALS
List deals from Zoom Revenue Accelerator (ZRA).All levels
List zra scheduled
ZOOM_LIST_ZRA_SCHEDULED
List scheduled Zoom Revenue Accelerator (ZRA) items.All levels
List zra settings indicators
ZOOM_LIST_ZRA_SETTINGS_INDICATORS
Retrieve account indicator settings for Zoom Revenue Accelerator (ZRA).All levels
List zra user conversation playlists
ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS
List conversation playlists for a specific user in Zoom Revenue Accelerator.All levels
Move whiteboards to project
ZOOM_MOVE_WHITEBOARDS_TO_PROJECT
Moves one or more whiteboards to a specified Zoom Whiteboard project.Schedule meetings, Full access
Remove whiteboards from project
ZOOM_REMOVE_WHITEBOARDS_FROM_PROJECT
Removes one or more whiteboards from a specified Zoom Whiteboard project.Full access
Remove whiteboard classification
ZOOM_REMOVE_WHITEBOARD_CLASSIFICATION
Removes the classification label from a whiteboard.Full access
Search company contacts
ZOOM_SEARCH_COMPANY_CONTACTS
Search company contacts in Zoom by first name, last name, or email.All levels
Update a meeting
ZOOM_UPDATE_A_MEETING
To update a meeting via API, ensure start_time is future-dated; recurrence is needed.Schedule meetings, Full access
Update classification label
ZOOM_UPDATE_CLASSIFICATION_LABEL
Updates an existing classification label in Zoom Whiteboard.Schedule meetings, Full access
Update iq conversation comment
ZOOM_UPDATE_IQ_CONVERSATION_COMMENT
DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA).Schedule meetings, Full access
Update iq conversation host
ZOOM_UPDATE_IQ_CONVERSATION_HOST
DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_HOST instead (Zoom rebranded IQ to ZRA).Schedule meetings, Full access
Update project
ZOOM_UPDATE_PROJECT
Updates the name of an existing whiteboard project in Zoom.Schedule meetings, Full access
Update project collaborators
ZOOM_UPDATE_PROJECT_COLLABORATORS
Updates collaborator permissions for a whiteboard project.Schedule meetings, Full access
Update whiteboard collaborator
ZOOM_UPDATE_WHITEBOARD_COLLABORATOR
Updates collaborator settings for a whiteboard.Full access
Update whiteboard share settings
ZOOM_UPDATE_WHITEBOARD_SHARE_SETTINGS
Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard.Schedule meetings, Full access
Update zra conversation comment
ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT
Update a comment in a Zoom Revenue Accelerator conversation.Schedule meetings, Full access
Update zra conversation host
ZOOM_UPDATE_ZRA_CONVERSATION_HOST
Update the host of a Zoom Revenue Accelerator (ZRA) conversation.Schedule meetings, Full access
Upload whiteboard file
ZOOM_UPLOAD_WHITEBOARD_FILE
Uploads a file to be used in Zoom Whiteboard.Schedule meetings, Full access
Validate marketplace app manifest
ZOOM_VALIDATE_MARKETPLACE_APP_MANIFEST
Validate a Zoom Marketplace app manifest before submission or update.All levels

What agents can't do in Zoom (yet)

  • Anything not in the table above. The tools mirror what Zoom makes available to connected apps. If Zoom doesn't expose an operation, agents can't perform it either.
  • If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Zoom for …”, “create … in Zoom”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent saysWhat's happeningFix
"Zoom isn't connected"No active connection (or this agent is denied)Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"Zoom ended the authorization (they all do periodically)Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"The action is above the account's access level, or the agent is scoped downRaise the level under Manage, or adjust that agent's policy
It did something unexpectedThe ask was ambiguous (e.g. matched an existing item)Be explicit, "create a NEW …", and give agents a working folder where relevant