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Zoom

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.

Before starting

Here’s what you need before we dive into the tutorial:

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 identical.

Uncanny Automator uses JWT for its Zoom integrations. These are the instructions for creating a Zoom JWT 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 JWT content box.
  2. On the next screen you should see Information, App Credentials, Feature and Activation menus. Fill in your basic information about the App.
  3. For App Credentials, copy the API Key value. Open your Automator > Settings > Zoom Meeting page in another tab.
  4. Paste the API Key in the corresponding field in the Automator settings page.
  5. Then copy the API Secret value and paste it into the corresponding field in the Automator settings page.

Important Note: If you intend to integrate with both Zoom Meetings and Zoom Webinars you’ll use the same JWT credentials for each integration.

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 API details are saved, you’ll see Zoom actions show up in your recipes.

Automator Zoom actions

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.

Troubleshooting

Please note that Zoom requires that all users have a first name, last name and email address, and all 3 of these values must be passed separately. If you are adding a user to a Zoom webinar or meeting please make sure that all 3 values are sent to Zoom for each user, if any are blank or missing for the user then registration will fail.

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