Scheduling & Meetings
📹 Zoom integration
Access levels: Read-only · Schedule meetings · Full access · Verified
Scheduling & Meetings
Access levels: Read-only · Schedule meetings · Full access · Verified
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.
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.
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.
| Level | What it allows | |
|---|---|---|
| Read-only | See meetings and recordings. Cannot create or modify. | |
| Schedule meetings | Read existing meetings and create new ones. | Recommended |
| Full access | Manage 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.
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.
| Tool | What it does | Access level |
|---|---|---|
Add a meeting registrantZOOM_ADD_A_MEETING_REGISTRANT | Registers a participant for a Zoom meeting that has registration enabled. | Schedule meetings, Full access |
Add a webinar registrantZOOM_ADD_A_WEBINAR_REGISTRANT | Registers a participant for a Zoom webinar that has registration enabled. | Schedule meetings, Full access |
Add project collaboratorsZOOM_ADD_PROJECT_COLLABORATORS | Adds one or more collaborators to a whiteboard project. | Schedule meetings, Full access |
Add whiteboard collaboratorZOOM_ADD_WHITEBOARD_COLLABORATOR | Adds one or more collaborators to a whiteboard. | Schedule meetings, Full access |
Apply classification to whiteboardZOOM_APPLY_CLASSIFICATION_TO_WHITEBOARD | Applies or updates a classification label on a whiteboard. | Schedule meetings, Full access |
Create a meetingZOOM_CREATE_A_MEETING | Enable Zoom meeting creation via user-level apps with "me". | Schedule meetings, Full access |
Create iq conversationZOOM_CREATE_IQ_CONVERSATION | DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA). | Schedule meetings, Full access |
Create iq conversation commentZOOM_CREATE_IQ_CONVERSATION_COMMENT | DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). | Schedule meetings, Full access |
Create iq user conversationZOOM_CREATE_IQ_USER_CONVERSATION | DEPRECATED: Use ZOOM_CREATE_ZRA_USER_CONVERSATION instead (Zoom rebranded IQ to ZRA). | Schedule meetings, Full access |
Create projectZOOM_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 whiteboardZOOM_CREATE_WHITEBOARD | Creates a new whiteboard for the authenticated user. | Schedule meetings, Full access |
Create whiteboard exportZOOM_CREATE_WHITEBOARD_EXPORT | Creates an export task to generate PDF exports and audit logs for specified whiteboards. | Schedule meetings, Full access |
Create zra conversationZOOM_CREATE_ZRA_CONVERSATION | Create a new conversation in Zoom Revenue Accelerator (ZRA). | Schedule meetings, Full access |
Create zra conversation commentZOOM_CREATE_ZRA_CONVERSATION_COMMENT | Create a comment on a Zoom Revenue Accelerator conversation. | Schedule meetings, Full access |
Create zra crm accountsZOOM_CREATE_ZRA_CRM_ACCOUNTS | Create or update CRM accounts in Zoom Revenue Accelerator (ZRA). | Schedule meetings, Full access |
Create zra crm contactsZOOM_CREATE_ZRA_CRM_CONTACTS | Bulk import or delete CRM contacts in Zoom Revenue Accelerator. | Full access |
Create zra crm dealsZOOM_CREATE_ZRA_CRM_DEALS | Bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA). | Full access |
Create zra crm leadsZOOM_CREATE_ZRA_CRM_LEADS | Bulk import CRM leads into Zoom Revenue Accelerator (ZRA). | Full access |
Create zra crm settingsZOOM_CREATE_ZRA_CRM_SETTINGS | Register a new CRM API integration for Zoom Revenue Accelerator (ZRA). | Schedule meetings, Full access |
Create zra user conversationZOOM_CREATE_ZRA_USER_CONVERSATION | Create a new conversation in Zoom Revenue Accelerator for a specific user. | Schedule meetings, Full access |
Delete a meetingZOOM_DELETE_A_MEETING | Delete or cancel a scheduled Zoom meeting. | Full access |
Delete iq conversationZOOM_DELETE_IQ_CONVERSATION | DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA). | Full access |
Delete iq conversation commentZOOM_DELETE_IQ_CONVERSATION_COMMENT | DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). | Full access |
Delete iq deal activitiesZOOM_DELETE_IQ_DEAL_ACTIVITIES | DEPRECATED: Use ZOOM_DELETE_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA). | Full access |
Delete meeting recordingsZOOM_DELETE_MEETING_RECORDINGS | Deletes all cloud recordings for a meeting or webinar. | Full access |
Delete projectZOOM_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 collaboratorZOOM_DELETE_PROJECT_COLLABORATOR | Removes a collaborator from a whiteboard project. | Full access |
Delete whiteboardZOOM_DELETE_WHITEBOARD | Deletes a whiteboard by its unique identifier. | Full access |
Delete whiteboard collaboratorZOOM_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 conversationZOOM_DELETE_ZRA_CONVERSATION | Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID. | Full access |
Delete zra conversation commentZOOM_DELETE_ZRA_CONVERSATION_COMMENT | Delete a comment from a Zoom Revenue Accelerator conversation. | Full access |
Delete zra crm settingsZOOM_DELETE_ZRA_CRM_SETTINGS | Deletes CRM settings for Zoom Revenue Accelerator (ZRA). | Full access |
Delete zra deal activitiesZOOM_DELETE_ZRA_DEAL_ACTIVITIES | Delete activities from a Zoom Revenue Accelerator (ZRA) deal. | Full access |
Download imported whiteboard fileZOOM_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 exportZOOM_DOWNLOAD_WHITEBOARD_EXPORT | Downloads the exported whiteboard content for a completed whiteboard export task. | All levels |
Download whiteboard session activityZOOM_DOWNLOAD_WHITEBOARD_SESSION_ACTIVITY | Downloads the activity archive file for a whiteboard archiving session. | All levels |
Get a meetingZOOM_GET_A_MEETING | Retrieves detailed information about a Zoom meeting by its ID. | All levels |
Get a meeting summaryZOOM_GET_A_MEETING_SUMMARY | IMPORTANT: This action requires a PAID Zoom account (Pro, Business, or Enterprise plan). | All levels |
Get a webinarZOOM_GET_A_WEBINAR | Access Zoom Webinar details requires Pro or higher plan and Webinar add-on. | All levels |
Get daily usage reportZOOM_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 commentsZOOM_GET_IQ_CONVERSATION_COMMENTS | DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_COMMENTS instead (Zoom rebranded IQ to ZRA). | All levels |
Get iq conversation content analysisZOOM_GET_IQ_CONVERSATION_CONTENT_ANALYSIS | Retrieve content analysis for a Zoom IQ conversation by its ID. | All levels |
Get iq conversation interactionsZOOM_GET_IQ_CONVERSATION_INTERACTIONS | DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS instead (Zoom rebranded IQ to ZRA). | All levels |
Get iq conversation scorecardsZOOM_GET_IQ_CONVERSATION_SCORECARDS | DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_SCORECARDS instead (Zoom rebranded IQ to ZRA). | All levels |
Get iq dealZOOM_GET_IQ_DEAL | Get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ). | All levels |
Get iq deal activitiesZOOM_GET_IQ_DEAL_ACTIVITIES | DEPRECATED: Use ZOOM_GET_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA). | All levels |
Get iq user conversations playlistsZOOM_GET_IQ_USER_CONVERSATIONS_PLAYLISTS | DEPRECATED: Use ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS instead (Zoom rebranded IQ to ZRA). | All levels |
Get marketplace user appsZOOM_GET_MARKETPLACE_USER_APPS | Retrieves a paginated list of Zoom Marketplace apps installed for a specific user. | All levels |
Get marketplace user entitlementsZOOM_GET_MARKETPLACE_USER_ENTITLEMENTS | Retrieves marketplace entitlements for a specific Zoom user by ID or 'me'. | All levels |
Get meeting recordingsZOOM_GET_MEETING_RECORDINGS | To download meeting recordings, use download_url. | All levels |
Get past meeting participantsZOOM_GET_PAST_MEETING_PARTICIPANTS | Retrieves the list of participants who attended a past (ended) Zoom meeting. | All levels |
Get projectZOOM_GET_PROJECT | Retrieves detailed information about a specific whiteboard project by its ID. | All levels |
Get userZOOM_GET_USER | Retrieves detailed information about a specific Zoom user by ID, email, or 'me'. | All levels |
Get whiteboardZOOM_GET_WHITEBOARD | Retrieves details about a specific whiteboard document. | All levels |
Get whiteboard export statusZOOM_GET_WHITEBOARD_EXPORT_STATUS | Retrieves the status of a whiteboard export task by its task ID. | All levels |
Get whiteboard sessionZOOM_GET_WHITEBOARD_SESSION | Retrieves detailed information about a specific whiteboard session by its session ID. | All levels |
Get zra conversation commentsZOOM_GET_ZRA_CONVERSATION_COMMENTS | Retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation. | All levels |
Get zra conversation interactionsZOOM_GET_ZRA_CONVERSATION_INTERACTIONS | Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation. | All levels |
Get zra conversation scorecardsZOOM_GET_ZRA_CONVERSATION_SCORECARDS | Retrieve scorecards for a specific conversation in Zoom Revenue Accelerator. | All levels |
Get zra deal activitiesZOOM_GET_ZRA_DEAL_ACTIVITIES | Retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal. | All levels |
Import whiteboardZOOM_IMPORT_WHITEBOARD | Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files). | Schedule meetings, Full access |
List all recordingsZOOM_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 filesZOOM_LIST_ARCHIVED_FILES | Lists archived meeting and webinar files within a specified date range (max 7 days). | All levels |
List devicesZOOM_LIST_DEVICES | Lists devices in your Zoom account managed through Zoom Device Management (ZDM). | All levels |
List iq conversationsZOOM_LIST_IQ_CONVERSATIONS | DEPRECATED: Use ZOOM_LIST_ZRA_CONVERSATIONS instead (Zoom rebranded IQ to ZRA). | All levels |
List iq dealsZOOM_LIST_IQ_DEALS | DEPRECATED: Use ZOOM_LIST_ZRA_DEALS instead (Zoom rebranded IQ to ZRA). | All levels |
List marketplace app custom fieldsZOOM_LIST_MARKETPLACE_APP_CUSTOM_FIELDS | Retrieve custom fields configured for a Zoom Marketplace app. | All levels |
List meetingsZOOM_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 templatesZOOM_LIST_MEETING_SUMMARY_TEMPLATES | Retrieve a list of meeting summary templates for a specified user. | All levels |
List past meeting instancesZOOM_LIST_PAST_MEETING_INSTANCES | Retrieve all UUIDs for past instances of a given meeting. | All levels |
List projectsZOOM_LIST_PROJECTS | Lists all whiteboard projects accessible to the user. | All levels |
List project collaboratorsZOOM_LIST_PROJECT_COLLABORATORS | Lists all collaborators for a whiteboard project, including their roles and permissions. | All levels |
List users collaboration devicesZOOM_LIST_USERS_COLLABORATION_DEVICES | List collaboration devices associated with a user. | All levels |
List users settingsZOOM_LIST_USERS_SETTINGS | Retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences. | All levels |
List webinarsZOOM_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 participantsZOOM_LIST_WEBINAR_PARTICIPANTS | Get a list of past webinar participants with a Pro plan or above plus an add-on. | All levels |
List webinar registrantsZOOM_LIST_WEBINAR_REGISTRANTS | Retrieves the list of registrants for a webinar with registration enabled. | All levels |
List whiteboardsZOOM_LIST_WHITEBOARDS | Lists all whiteboards accessible to the user. | All levels |
List zra conversationsZOOM_LIST_ZRA_CONVERSATIONS | List all conversations in Zoom Revenue Accelerator. | All levels |
List zra crm accountsZOOM_LIST_ZRA_CRM_ACCOUNTS | Lists CRM accounts from Zoom Revenue Accelerator by account IDs. | All levels |
List zra crm contactsZOOM_LIST_ZRA_CRM_CONTACTS | Retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA). | All levels |
List zra crm dealsZOOM_LIST_ZRA_CRM_DEALS | Retrieve CRM deal information from Zoom Revenue Accelerator (ZRA). | All levels |
List zra crm leadsZOOM_LIST_ZRA_CRM_LEADS | Retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA). | All levels |
List zra crm settingsZOOM_LIST_ZRA_CRM_SETTINGS | Retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA). | All levels |
List zra dealsZOOM_LIST_ZRA_DEALS | List deals from Zoom Revenue Accelerator (ZRA). | All levels |
List zra scheduledZOOM_LIST_ZRA_SCHEDULED | List scheduled Zoom Revenue Accelerator (ZRA) items. | All levels |
List zra settings indicatorsZOOM_LIST_ZRA_SETTINGS_INDICATORS | Retrieve account indicator settings for Zoom Revenue Accelerator (ZRA). | All levels |
List zra user conversation playlistsZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS | List conversation playlists for a specific user in Zoom Revenue Accelerator. | All levels |
Move whiteboards to projectZOOM_MOVE_WHITEBOARDS_TO_PROJECT | Moves one or more whiteboards to a specified Zoom Whiteboard project. | Schedule meetings, Full access |
Remove whiteboards from projectZOOM_REMOVE_WHITEBOARDS_FROM_PROJECT | Removes one or more whiteboards from a specified Zoom Whiteboard project. | Full access |
Remove whiteboard classificationZOOM_REMOVE_WHITEBOARD_CLASSIFICATION | Removes the classification label from a whiteboard. | Full access |
Search company contactsZOOM_SEARCH_COMPANY_CONTACTS | Search company contacts in Zoom by first name, last name, or email. | All levels |
Update a meetingZOOM_UPDATE_A_MEETING | To update a meeting via API, ensure start_time is future-dated; recurrence is needed. | Schedule meetings, Full access |
Update classification labelZOOM_UPDATE_CLASSIFICATION_LABEL | Updates an existing classification label in Zoom Whiteboard. | Schedule meetings, Full access |
Update iq conversation commentZOOM_UPDATE_IQ_CONVERSATION_COMMENT | DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). | Schedule meetings, Full access |
Update iq conversation hostZOOM_UPDATE_IQ_CONVERSATION_HOST | DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_HOST instead (Zoom rebranded IQ to ZRA). | Schedule meetings, Full access |
Update projectZOOM_UPDATE_PROJECT | Updates the name of an existing whiteboard project in Zoom. | Schedule meetings, Full access |
Update project collaboratorsZOOM_UPDATE_PROJECT_COLLABORATORS | Updates collaborator permissions for a whiteboard project. | Schedule meetings, Full access |
Update whiteboard collaboratorZOOM_UPDATE_WHITEBOARD_COLLABORATOR | Updates collaborator settings for a whiteboard. | Full access |
Update whiteboard share settingsZOOM_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 commentZOOM_UPDATE_ZRA_CONVERSATION_COMMENT | Update a comment in a Zoom Revenue Accelerator conversation. | Schedule meetings, Full access |
Update zra conversation hostZOOM_UPDATE_ZRA_CONVERSATION_HOST | Update the host of a Zoom Revenue Accelerator (ZRA) conversation. | Schedule meetings, Full access |
Upload whiteboard fileZOOM_UPLOAD_WHITEBOARD_FILE | Uploads a file to be used in Zoom Whiteboard. | Schedule meetings, Full access |
Validate marketplace app manifestZOOM_VALIDATE_MARKETPLACE_APP_MANIFEST | Validate a Zoom Marketplace app manifest before submission or update. | All levels |
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.
| Agent says | What's happening | Fix |
|---|---|---|
| "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 down | Raise the level under Manage, or adjust that agent's policy |
| It did something unexpected | The ask was ambiguous (e.g. matched an existing item) | Be explicit, "create a NEW …", and give agents a working folder where relevant |