Zoom has become the darling of the video conferencing business. In April 2020, Zoom reported more than 300 million daily Zoom participants.
Let’s first touch on why Zoom has become so attractive to use. Then, we’ll show you step by step how to enable Zoom actions in your Automator recipes.
Why connect to Zoom
The most obvious reason to use Zoom, or any video conferencing app for that matter, is the coronavirus outbreak. The lockdowns and travel restrictions have moved our business meetings to the web at an unprecedented rate. Zoom stood out from the pack by making it super easy to get on a video call or spin up a webinar.
An informal poll by ZDNet shows that people think Zoom is easier to use, less buggy, and isn’t plagued by spam issues compared to Skype. There’s more—below are Zoom’s main selling points:
- Unlimited free one-on-one meetings.
- Host up to 100 meeting participants for free.
- Unlimited meetings even with the free plan.
- Ability to join a meeting with just a link (no account or login required).
- Easy to set up live, recorded, and streaming webinars.
- More reliable and better quality compared to its competitors.
Here’s what you need before we dive into the tutorial:
- Uncanny Automator Pro.
- A paid Zoom plan. If you plan to use Zoom Webinars, you’ll need to purchase the Zoom Webinars add-on for your Zoom plan.
How to set up a Zoom application
Whether you are setting up an application to integrate with Zoom Meetings or Zoom Webinars, the steps are virtually identical.
Uncanny Automator uses OAuth for all its video conferencing integrations; this approach improves security compared to alternatives. These are the instructions for creating a Zoom OAuth app so that we can create Automator recipes with Zoom actions.
1. After signing in to your Zoom account, visit the Zoom App Marketplace page and click on CREATE in the OAuth content box.
2. Name your app. Choose Account-level app. Disable publishing clicking on the toggle. Click Create.
3. For App Credentials, copy the Client ID. Open in another tab your Automator > Settings > Zoom Meeting page.
Note: We’ll copy the Client ID and the Client Secret and paste them into our Automator settings when we are finished with our Zoom app.
4. Copy the OAuth URL from the Zoom Meeting tab in Automator, and paste it into the Redirect URL for OAuth in Zoom.
Here’s an example of what the OAuth URL will look like.
5. Paste the same OAuth URL from Automator into the Whitelist URL field in Zoom.
6. Ignore the Publishable URL.
7. Click Continue.
8. We’ll enter only the required fields for the Basic Information section. Type in your App Name, Short Description, and Long Description.
9. Scroll down until you see Company Name. Fill in your Company Name and the Name and Email Address under Developer Contact Information.
10. Skip the Add Feature tab.
11. Under Add Scopes, click on the + Add Scopes button.
12. If you are creating an app for Zoom Meetings, select all three items for the Meeting scope. If you are creating an app for Zoom Webinars, select all three items for the Webinar scope.
Important Note: If you intend to integrate with both Zoom Meetings and Zoom Webinars you’ll need to set up a separate app for each integration. Due to token conflicts, attempting to use a single app for both Zoom Meetings and Zoom Webinars will result in frequent disconnects from Automator.
13. For Activation, click Install. We don’t need the Installation URL for Automator. Keep sharing disabled (i.e., do not enable publishing).
14. Click Authorize. You’ll be redirected to the Automator Zoom Meeting API settings page.
How to set up Zoom API keys to work with Automator
Now that you have your Zoom app, you can add your app’s client key and client secret into Automator’s Zoom Meeting/Zoom Webinar API settings.
1. Navigate to Automator > Settings.
2. Click on the Zoom Meeting or Zoom Webinar tab.
3. Copy and paste the Client ID from your Zoom App Credentials into the Enter Client Key field.
4. Copy and paste the Client Secret from your Zoom App Credentials into the Enter Client Secret field.
5. Click Save API details.
Once your client key and client secret are saved, you’ll see Zoom actions show up in your recipes.
Now that your Zoom account is connected to Automator, you can add and remove users from specific meetings based on purchase, e-learning course activity, event registration or any other triggers you want to use.
How to set up a Zoom Meeting for use with Automator
When creating new Zoom meetings that you want to use with Automator, be sure to check the Required box next to Registration. Users can only be registered for meetings that require registration; if this box is not checked, the actions will fail. This step is not required for Zoom webinars, as registration is automatically required for all webinars.