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  1. ZBrain Documentation
  2. ZBrain AI agents
  3. Creating custom AI agents
  4. Define Flow
  5. Flow Components

Zoom

The Zoom piece in ZBrain Flow provides integration with Zoom's video conferencing platform, allowing you to automate meeting management directly from your workflows. This connector enables you to programmatically create and manage Zoom meetings without manual scheduling or participant registration. With Zoom integration, you can build automations that schedule meetings, register participants, coordinate virtual events, and synchronize video conferencing data with other business systems. This piece is ideal for organizations looking to streamline their meeting coordination, automate event management, and ensure smooth video conferencing operations across their business processes.

How to Use Zoom in ZBrain Flow

Select Zoom as Your Connection

  • Click on the '+' button in the Flow and search for Zoom.

  • Select Zoom.

  • Decide on the action you need, then select it. ZBrain Flow provides several options:

    • Create Zoom Meeting – Schedule a new meeting in your Zoom account.

    • Create Zoom Meeting Registrant – Add a participant to a meeting that requires registration.

    • Custom API Call – Make specialized requests to the Zoom API.

How to Connect to Your Zoom Account

Before using any Zoom actions in ZBrain Flow, you'll need to set up a connection to your Zoom account. The steps involved in it are as follows:

  • From any Zoom action, click on the connection dropdown and select 'Create connection'.

  • In the popup window that appears, you'll need to:

    • Enter a descriptive 'Connection Name' to identify this Zoom connection

    • Input your 'Redirect URL'

    • Enter your Zoom 'Client ID'

    • Enter your Zoom 'Client Secret'

    • Click 'Connect' to authenticate with your Zoom account

  • Click 'Save' to store this connection

To obtain your Zoom API credentials:

  • In the upper-right corner, click 'Develop' then 'Build App'

  • Select 'General App' as your app type

  • Copy the Client ID and Client Secret displayed

  • Add the Redirect URL and press continue

  • Go to 'Scopes' from the left sidebar

  • Add meeting:write:meeting and meeting:write:registrant as scopes.

How to Create a Zoom Meeting

Step 1: Connect to Zoom

For connecting to your Zoom account, follow the steps in the "How to Connect to Your Zoom Account" section above.

Step 2: Set Meeting Basics

  • In the 'Meeting's topic' field, enter a title for your meeting.

  • In the 'Start Time' field, specify when the meeting should begin.

  • In the 'Duration (in Minutes)' field, enter how long the meeting will last.

Step 3: Configure Meeting Options

  • From the 'Auto Recording' dropdown, select if and how the meeting should be recorded.

  • From the 'Audio' dropdown, select which audio options participants can use.

  • In the 'Agenda' field, optionally enter details about what will be discussed.

  • In the 'Password' field, optionally set a password for accessing the meeting.

Step 4: Set Advanced Options (Optional)

  • Toggle 'Pre Schedule' on if this meeting is being created via the GSuite app.

  • In the 'Schedule for' field, optionally enter the email or user ID of another user to schedule this meeting on their behalf.

  • In the 'Join URL' field, optionally provide a custom join link (normally this is generated automatically).

How to Add Participants to Registration-Required Meetings

Step 1: Connect to Zoom

For connecting to your Zoom account, follow the steps in the "How to Connect to Your Zoom Account" section above.

Step 2: Identify the Meeting

  • In the 'Meeting ID' field, enter the unique identifier of the meeting requiring registration.

Step 3: Enter Required Participant Information

  • In the 'First name' field, enter the attendee's first name.

  • In the 'Last name' field, optionally enter the attendee's last name.

  • In the 'Email' field, enter the attendee's email address where confirmation will be sent.

Step 4: Add Optional Contact Details (Optional)

  • In the 'Address' field, enter the registrant's street address.

  • In the 'City' field, enter the registrant's city.

  • In the 'State' field, enter the registrant's state or province.

  • In the 'Zip' field, enter the registrant's postal code.

  • In the 'Country' field, enter the registrant's two-letter country code.

  • In the 'Phone' field, enter the registrant's contact number.

Step 5: Include Additional Information

  • In the 'Comments' field, optionally add any questions or notes from the participant.

  • Click 'Add Item' in the 'Custom questions' section to include responses to any custom registration questions.

  • In the 'Industry' field, optionally specify the registrant's industry sector.

  • In the 'Job title' field, optionally enter the registrant's position.

  • From the 'No of employees' dropdown, optionally select the company size.

  • In the 'Organization' field, optionally enter the company or organization name.

  • From the 'Purchasing time frame' dropdown, optionally select when they plan to purchase.

  • From the 'Role in purchase process' dropdown, optionally specify their decision-making authority.

How to Make a Custom API Call to a Specific Endpoint

Step 1: Connect to Zoom

For connecting to your Zoom account, follow the steps in the "How to Connect to Your Zoom Account" section above.

Step 2: Specify API Endpoint

  • In the 'URL' field, enter the Zoom API base URL with the specific endpoint you want to access.

Step 3: Select Request Method

  • From the 'Method' dropdown, choose the appropriate HTTP method (GET, POST, PATCH, DELETE, etc.).

Step 4: Configure Headers (Optional)

  • Click 'Add Item' in the 'Headers' section to add any custom headers. Note that authorization headers are automatically injected from your connection.

Step 5: Add Query Parameters (Optional)

  • Click 'Add Item' in the 'Query Parameters' section to add URL parameters.

Step 6: Provide Request Body (Optional)

  • For POST, PATCH, or PUT requests, enter the JSON data to send in the 'Body' field.

Step 7: Set Error Handling (Optional)

  • Enable 'No Error on Failure' if you want the flow to continue even if the API request fails.

  • Set a 'Timeout' value in seconds to limit the request duration.

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Last updated 28 days ago

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