ZOOM_MEETING_SUMMARY_UPDATED_TRIGGER
Fires when an AI-generated meeting summary is created or updated for a meeting. Requires a paid Zoom account with AI Companion enabled and a non-encrypted meeting that has summary generation enabled.
Zoom
11 triggers and 104 actions for Zoom workflows.
Each trigger lists the event it fires on, the data it sends, and a template you can use it in.
Real-time push from the source.
ZOOM_MEETING_SUMMARY_UPDATED_TRIGGER
Fires when an AI-generated meeting summary is created or updated for a meeting. Requires a paid Zoom account with AI Companion enabled and a non-encrypted meeting that has summary generation enabled.
ZOOM_NEW_CLOUD_RECORDING_TRIGGER
Fires when a new cloud recording is created for a meeting the user attended or hosted.
ZOOM_NEW_MEETING_CREATED_TRIGGER
Fires when a user creates a new meeting.
ZOOM_NEW_MEETING_PARTICIPANT_TRIGGER
Fires when a new participant appears in the attendance report for a past meeting.
ZOOM_NEW_WEBINAR_CREATED_TRIGGER
Fires when a user creates a new webinar.
ZOOM_DAILY_USAGE_REPORT_CHANGED_TRIGGER
Fires when daily usage statistics are updated for a selected month and year, including metrics like active users, meetings held, and participant counts.
ZOOM_MEETING_DETAILS_CHANGED_TRIGGER
Fires when a meeting's details are updated, including topic, schedule, settings like waiting room or recording options, or recurrence pattern. This covers timezone, duration, password, and other configuration changes.
ZOOM_MEETING_RECORDING_CHANGED_TRIGGER
Fires when recording files are added, completed, or when recording metadata changes for a meeting. This includes new participant audio files and recording status updates.
ZOOM_NEW_WEBINAR_PARTICIPANT_TRIGGER
Fires when a new participant appears in the attendance report for a past webinar.
ZOOM_USER_INFORMATION_CHANGED_TRIGGER
Fires when a user's profile or account settings are updated, such as name, email, job title, phone, timezone, language, or account status.
ZOOM_WEBINAR_DETAILS_CHANGED_TRIGGER
Fires when any aspect of a webinar is modified, such as the topic, schedule, settings, or recurrence pattern. This includes changes to host video settings, registration requirements, and audio options.
Operations are the actions a workflow can take in Zoom, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Track and analyze Zoom usage patterns across your organization. Pull daily reports to monitor engagement, meeting frequency, and user activity for performance insights and resource planning.
Get daily usage report
ZOOM_GET_DAILY_USAGE_REPORTRetrieves daily Zoom service usage metrics including new users, meetings, participants, and meeting minutes for each day of a specified month. This helps you track adoption and engagement patterns across your organization.
Leverage Zoom IQ to automate workflows around conversation intelligence, deal tracking, and meeting insights. These operations enable you to create, update, and analyze conversations with AI-powered summaries and activity monitoring for sales and business intelligence.
Create IQ conversation
ZOOM_CREATE_IQ_CONVERSATIONCreates a Zoom Revenue Accelerator conversation entry to organize and track sales calls, meetings, or customer interactions after uploading recordings and transcripts. This helps you capture and analyze important business conversations for coaching and performance improvement.
Create IQ conversation comment
ZOOM_CREATE_IQ_CONVERSATION_COMMENTAdd comments and annotations to Zoom conversation recordings or transcripts to collaborate with your team and document important discussions. This helps you capture insights and action items from client calls and meetings.
Create IQ user conversation
ZOOM_CREATE_IQ_USER_CONVERSATIONCreates a new conversation record in Zoom Revenue Accelerator for tracking user interactions and meetings. This helps you maintain organized records of customer conversations for sales analysis and team collaboration.
Delete IQ conversation
ZOOM_DELETE_IQ_CONVERSATIONPermanently removes a Zoom IQ conversation from your system, allowing you to delete outdated or unwanted discussion records. This is useful for managing and cleaning up your conversation history.
Delete IQ conversation comment
ZOOM_DELETE_IQ_CONVERSATION_COMMENTRemove unwanted or outdated comments from Zoom conversation threads to keep discussions clean and focused. This helps maintain accurate records and prevents confusion from deleted or incorrect information.
Delete IQ deal activities
ZOOM_DELETE_IQ_DEAL_ACTIVITIESRemove activity records from a Zoom deal to clean up outdated or incorrect activity history and keep your deal information accurate.
Get IQ conversation comments
ZOOM_GET_IQ_CONVERSATION_COMMENTSRetrieve all comments and discussion threads from a specific Zoom conversation, including timestamps and user information. This helps you access the full context of conversations and track discussion details.
Get IQ conversation content analysis
ZOOM_GET_IQ_CONVERSATION_CONTENT_ANALYSISRetrieve AI-generated insights and analysis from a Zoom conversation to understand key discussion points, topics, and outcomes. This helps you capture and organize important meeting information without manual note-taking.
Get IQ conversation interactions
ZOOM_GET_IQ_CONVERSATION_INTERACTIONSRetrieve detailed interaction data and transcript information from a Zoom conversation, including participant activity and engagement metrics. This helps you analyze customer or team discussions for insights and follow-up actions.
Get IQ conversation scorecards
ZOOM_GET_IQ_CONVERSATION_SCORECARDSRetrieves performance scorecards and quality metrics for a specific Zoom conversation to help evaluate call quality and performance. This operation allows you to programmatically access conversation scores and feedback that would normally be reviewed manually in Zoom.
Get IQ deal
ZOOM_GET_IQ_DEALRetrieve detailed information about a specific deal in Zoom Revenue Accelerator, including its value, current stage, assigned owner, and key dates to track sales progress.
Get IQ deal activities
ZOOM_GET_IQ_DEAL_ACTIVITIESRetrieve all activities and interactions associated with a specific deal in Zoom Revenue Accelerator, helping you track the complete history of customer engagement and deal progress.
Get IQ user conversation playlists
ZOOM_GET_IQ_USER_CONVERSATIONS_PLAYLISTSRetrieves conversation playlists associated with a Zoom IQ user, allowing you to access organized collections of meeting recordings and interactions. This helps you quickly find and review specific conversations grouped by topic or project.
Manage Zoom marketplace applications and their configurations within your integration workflows. Validate manifests, retrieve user app entitlements, and configure custom fields to extend platform capabilities.
Get marketplace user apps
ZOOM_GET_MARKETPLACE_USER_APPSRetrieve a list of Zoom Marketplace apps that are installed for a specific user, including their names, types, and installation status. This helps you understand which third-party integrations and extensions are available to your team members.
Get marketplace user entitlements
ZOOM_GET_MARKETPLACE_USER_ENTITLEMENTSRetrieve the marketplace apps and add-ons that a specific Zoom user has access to, helping you understand what features and integrations are available on their account.
Create, schedule, and manage Zoom meetings programmatically within your automation workflows. Handle meeting setup, registration, updates, and retrieve past meeting data including summaries and participant records.
Add a meeting registrant
ZOOM_ADD_A_MEETING_REGISTRANTAutomatically registers participants for a Zoom meeting that has registration enabled, capturing their contact information and custom details.
Create a meeting
ZOOM_CREATE_A_MEETINGProgrammatically schedule Zoom meetings on your calendar with customizable settings like topic, start time, and participant details. This lets you automate meeting creation and integrate scheduling directly into your workflows.
Delete a meeting
ZOOM_DELETE_A_MEETINGRemove a scheduled Zoom meeting from your calendar, with the option to notify attendees about the cancellation. Use this when you need to cancel individual occurrences of recurring meetings or delete one-time meetings entirely.
Get a meeting
ZOOM_GET_A_MEETINGRetrieve complete details about a specific Zoom meeting including its schedule, join URLs, passwords, and settings. Use this to access all meeting information needed for planning, sharing with participants, or automating meeting-related workflows.
Get a meeting summary (Paid accounts only)
ZOOM_GET_A_MEETING_SUMMARYRetrieve an AI-generated summary of a Zoom meeting including key discussion points, action items, and next steps. This helps you quickly capture and reference meeting outcomes without manually taking notes.
Retrieve and manage meeting recordings stored in your Zoom account. These operations let you access, organize, and delete recordings as part of your content management or compliance workflows.
Get meeting recordings
ZOOM_GET_MEETING_RECORDINGSRetrieve all recordings from a completed Zoom meeting, including download links and metadata to access video files from your cloud storage.
Delete meeting recordings
ZOOM_DELETE_MEETING_RECORDINGSPermanently removes all cloud recordings associated with a specific meeting or webinar from your Zoom account. Use this to manage storage, maintain privacy, or clean up recordings you no longer need.
Automate Zoom Revenue Accelerator workflows to track deals, manage conversations, and organize CRM data. Sync sales activity, conversation comments, and deal information to streamline revenue operations and sales intelligence.
Bulk import ZRA CRM leads
ZOOM_CREATE_ZRA_CRM_LEADSQuickly import or update multiple sales leads into Zoom Revenue Accelerator, handling up to 2000 records at once and tracking the import progress asynchronously.
Create ZRA conversation
ZOOM_CREATE_ZRA_CONVERSATIONInitiates a new conversation in Zoom Revenue Accelerator to analyze meeting recordings or phone calls with AI-powered insights like transcription, sentiment analysis, and engagement scoring.
Create ZRA conversation comment
ZOOM_CREATE_ZRA_CONVERSATION_COMMENTAdd comments, replies, or annotations to your Zoom Revenue Accelerator conversations to collaborate with team members and document important insights from calls and meetings.
Create ZRA CRM accounts
ZOOM_CREATE_ZRA_CRM_ACCOUNTSSync your CRM account data into Zoom Revenue Accelerator to enable AI-powered insights and intelligence on your sales accounts. This allows you to bulk create or update up to 2000 accounts at once for seamless integration with Zoom IQ.
Create ZRA CRM contacts
ZOOM_CREATE_ZRA_CRM_CONTACTSBulk import contacts into Zoom Revenue Accelerator from your existing CRM system, supporting up to 2,000 contacts per batch to keep your sales pipeline synchronized across platforms.
Create ZRA CRM deals
ZOOM_CREATE_ZRA_CRM_DEALSBulk import deals from your external CRM system into Zoom Revenue Accelerator to keep your sales pipeline synchronized and up-to-date.
Create ZRA CRM settings
ZOOM_CREATE_ZRA_CRM_SETTINGSRegisters your CRM system with Zoom Revenue Accelerator to enable automatic deal tracking and revenue insights directly within Zoom meetings. This connects your sales pipeline data so Zoom can analyze deal progress and meeting impact on your revenue.
Create ZRA user conversation
ZOOM_CREATE_ZRA_USER_CONVERSATIONInitiates a new conversation record in Zoom Revenue Accelerator for tracking sales interactions and discussions with a specific timeline and topic. This helps you maintain a structured record of client conversations tied to revenue opportunities.
Delete ZRA conversation
ZOOM_DELETE_ZRA_CONVERSATIONRemove a conversation from your Zoom Revenue Accelerator system when it's no longer needed or relevant to your sales pipeline. This helps keep your revenue tracking data clean and organized.
Delete ZRA conversation comment
ZOOM_DELETE_ZRA_CONVERSATION_COMMENTRemove unwanted or outdated comments from Zoom Revenue Accelerator conversations to keep your sales discussions clean and organized. This helps maintain accurate conversation records and removes any erroneous or sensitive information that shouldn't remain in your deal communication history.
Delete ZRA CRM settings
ZOOM_DELETE_ZRA_CRM_SETTINGSRemove your Zoom Revenue Accelerator CRM configuration from your account when you no longer need the integration or want to reset your settings.
Delete ZRA deal activities
ZOOM_DELETE_ZRA_DEAL_ACTIVITIESRemove activities from a Zoom Revenue Accelerator deal to keep your deal information accurate and up-to-date. Use this when activities are completed, duplicated, or no longer relevant to your deal progress.
Organize and manage Zoom webinars including registration, participant tracking, and event details. Use these operations to automate webinar setup, attendee management, and post-event analytics.
Add a webinar registrant
ZOOM_ADD_A_WEBINAR_REGISTRANTAutomatically register attendees for your Zoom webinar, allowing you to build your audience and capture participant information in advance. This streamlines the sign-up process and enables you to manage attendee confirmations.
Get a webinar
ZOOM_GET_A_WEBINARRetrieve detailed information about a specific Zoom webinar, including title, description, schedule, and attendee settings to monitor and manage your webinar events.
Automate whiteboard project management, collaboration, and file handling workflows. Import and export whiteboards, manage collaborators, organize sessions into projects, and apply classifications for better content organization.
Add project collaborators
ZOOM_ADD_PROJECT_COLLABORATORSInvite team members or external users to collaborate on a Zoom whiteboard project with specific permission levels. This enables seamless teamwork by granting collaborators access to shared visual workspaces.
Add whiteboard collaborator
ZOOM_ADD_WHITEBOARD_COLLABORATORInvite users or team channels to collaborate on a whiteboard and assign them specific permission levels to control what they can do. This enables real-time brainstorming and content creation with controlled access.
Apply classification to whiteboard
ZOOM_APPLY_CLASSIFICATION_TO_WHITEBOARDAssign or update security classification labels on whiteboards to control access and compliance. This helps you organize whiteboards by sensitivity level, ensuring proper data protection and governance.
Create a whiteboard
ZOOM_CREATE_WHITEBOARDCreates a new blank whiteboard for collaborative visual planning and brainstorming that can be shared with team members or clients. This enables you to quickly set up a digital canvas for real-time collaboration and idea visualization.
Create whiteboard export
ZOOM_CREATE_WHITEBOARD_EXPORTInitiates the export process to generate PDF files and audit logs for your Zoom whiteboards, bundling them into a downloadable ZIP file for archival or sharing purposes.
Create whiteboard project
ZOOM_CREATE_PROJECTCreates a new whiteboard project in Zoom to organize and group whiteboards together with optional collaborators. Use this when you need a centralized workspace for visual brainstorming, planning, or collaborative design work.
Delete whiteboard
ZOOM_DELETE_WHITEBOARDPermanently removes a specific whiteboard from Zoom, allowing you to clean up old brainstorming sessions and meeting materials to keep your workspace organized.
Delete whiteboard collaborator
ZOOM_DELETE_WHITEBOARD_COLLABORATORRemove a collaborator's access to a whiteboard, preventing them from viewing or editing shared content. Use this when team members leave projects, change roles, or you need to restrict whiteboard visibility for security or organization purposes.
Delete whiteboard project
ZOOM_DELETE_PROJECTPermanently removes a whiteboard project and all its associated whiteboards from Zoom. This is useful when you want to clean up completed projects or archived collaboration spaces.
Download imported whiteboard file
ZOOM_DOWNLOAD_IMPORTED_WHITEBOARD_FILERetrieves and downloads files that were imported into Zoom whiteboards, allowing you to access images, PDFs, documents, and other attachments shared during collaborative sessions.
Download whiteboard export
ZOOM_DOWNLOAD_WHITEBOARD_EXPORTRetrieves the exported whiteboard content from a completed export task as a downloadable file. Use this to access all drawings, annotations, and images captured during your Zoom meetings.
Download whiteboard session activity
ZOOM_DOWNLOAD_WHITEBOARD_SESSION_ACTIVITYRetrieves and downloads the PDF archive file containing whiteboard activity and notes from a completed Zoom session. Use this to preserve meeting discussions, sketches, and collaborative work for future reference or documentation.
Remove project collaborator
ZOOM_DELETE_PROJECT_COLLABORATORRemove a team member's access to a Zoom whiteboard project instantly. Use this when team members leave, change roles, or no longer need to collaborate on specific projects.
Get a user
ZOOM_GET_USERRetrieves detailed information about a specific Zoom user by ID, email, or 'me'.
Get a whiteboard
ZOOM_GET_WHITEBOARDRetrieves details about a specific whiteboard document.
Get a whiteboard session
ZOOM_GET_WHITEBOARD_SESSIONRetrieves detailed information about a specific whiteboard session by its session ID.
Get past meeting participants
ZOOM_GET_PAST_MEETING_PARTICIPANTSRetrieves the list of participants who attended a past (ended) Zoom meeting.
Get user settings
ZOOM_LIST_USERS_SETTINGSTool to retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences.
Get whiteboard export status
ZOOM_GET_WHITEBOARD_EXPORT_STATUSRetrieves the status of a whiteboard export task by its task ID.
Get whiteboard project
ZOOM_GET_PROJECTRetrieves detailed information about a specific whiteboard project by its ID.
Get ZRA conversation comments
ZOOM_GET_ZRA_CONVERSATION_COMMENTSTool to retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation.
Get ZRA conversation interactions
ZOOM_GET_ZRA_CONVERSATION_INTERACTIONSRetrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation.
Get ZRA conversation scorecards
ZOOM_GET_ZRA_CONVERSATION_SCORECARDSTool to retrieve scorecards for a specific conversation in Zoom Revenue Accelerator.
Get ZRA deal activities
ZOOM_GET_ZRA_DEAL_ACTIVITIESTool to retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal.
Import whiteboard
ZOOM_IMPORT_WHITEBOARDInitiates an import of a whiteboard from an external source (Miro, Mural, or Visio files).
List all recordings
ZOOM_LIST_ALL_RECORDINGSThis 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.
List archived files
ZOOM_LIST_ARCHIVED_FILESLists archived meeting and webinar files within a specified date range (max 7 days).
List devices
ZOOM_LIST_DEVICESLists devices in your Zoom account managed through Zoom Device Management (ZDM).
List IQ conversations
ZOOM_LIST_IQ_CONVERSATIONSDEPRECATED: Use ZOOMLISTZRACONVERSATIONS instead (Zoom rebranded IQ to ZRA).
List IQ deals
ZOOM_LIST_IQ_DEALSDEPRECATED: Use ZOOMLISTZRADEALS instead (Zoom rebranded IQ to ZRA).
List marketplace app custom fields
ZOOM_LIST_MARKETPLACE_APP_CUSTOM_FIELDSTool to retrieve custom fields configured for a Zoom Marketplace app.
List meeting summary templates
ZOOM_LIST_MEETING_SUMMARY_TEMPLATESTool to retrieve a list of meeting summary templates for a specified user.
List meetings
ZOOM_LIST_MEETINGSThis Zoom API lists a user's scheduled meetings using the me value for user-level apps, excluding instant meetings and only showing unexpired ones.
List past meeting instances
ZOOM_LIST_PAST_MEETING_INSTANCESTool to retrieve all UUIDs for past instances of a given meeting.
List project collaborators
ZOOM_LIST_PROJECT_COLLABORATORSLists all collaborators for a whiteboard project, including their roles and permissions.
List user collaboration devices
ZOOM_LIST_USERS_COLLABORATION_DEVICESTool to list collaboration devices associated with a user.
List webinar participants
ZOOM_LIST_WEBINAR_PARTICIPANTSGet a list of past webinar participants with a Pro plan or above plus an add-on.
List webinar registrants
ZOOM_LIST_WEBINAR_REGISTRANTSRetrieves the list of registrants for a webinar with registration enabled.
List webinars
ZOOM_LIST_WEBINARSThe API lists all scheduled webinars for Zoom users with a webinar plan, using me for user-level apps.
List whiteboard projects
ZOOM_LIST_PROJECTSLists all whiteboard projects accessible to the user.
List whiteboards
ZOOM_LIST_WHITEBOARDSLists all whiteboards accessible to the user.
List ZRA conversations
ZOOM_LIST_ZRA_CONVERSATIONSTool to list all conversations in Zoom Revenue Accelerator.
List ZRA CRM accounts
ZOOM_LIST_ZRA_CRM_ACCOUNTSLists CRM accounts from Zoom Revenue Accelerator by account IDs.
List ZRA CRM contacts
ZOOM_LIST_ZRA_CRM_CONTACTSTool to retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA).
List ZRA CRM deals
ZOOM_LIST_ZRA_CRM_DEALSTool to retrieve CRM deal information from Zoom Revenue Accelerator (ZRA).
List ZRA CRM leads
ZOOM_LIST_ZRA_CRM_LEADSTool to retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA).
List ZRA CRM settings
ZOOM_LIST_ZRA_CRM_SETTINGSTool to retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA).
List ZRA deals
ZOOM_LIST_ZRA_DEALSTool to list deals from Zoom Revenue Accelerator (ZRA).
List ZRA scheduled items
ZOOM_LIST_ZRA_SCHEDULEDTool to list scheduled Zoom Revenue Accelerator (ZRA) items.
List ZRA settings indicators
ZOOM_LIST_ZRA_SETTINGS_INDICATORSTool to retrieve account indicator settings for Zoom Revenue Accelerator (ZRA).
List ZRA user conversation playlists
ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTSTool to list conversation playlists for a specific user in Zoom Revenue Accelerator.
Move whiteboards to project
ZOOM_MOVE_WHITEBOARDS_TO_PROJECTMoves one or more whiteboards to a specified Zoom Whiteboard project.
Remove whiteboard classification
ZOOM_REMOVE_WHITEBOARD_CLASSIFICATIONRemoves the classification label from a whiteboard.
Remove whiteboards from project
ZOOM_REMOVE_WHITEBOARDS_FROM_PROJECTRemoves one or more whiteboards from a specified Zoom Whiteboard project.
Search company contacts
ZOOM_SEARCH_COMPANY_CONTACTSTool to search company contacts in Zoom by first name, last name, or email.
Update a meeting
ZOOM_UPDATE_A_MEETINGTo update a meeting via API, ensure starttime is future-dated; recurrence is needed.
Update a whiteboard project
ZOOM_UPDATE_PROJECTUpdates the name of an existing whiteboard project in Zoom.
Update classification label
ZOOM_UPDATE_CLASSIFICATION_LABELUpdates an existing classification label in Zoom Whiteboard.
Update IQ conversation comment
ZOOM_UPDATE_IQ_CONVERSATION_COMMENTDEPRECATED: Use ZOOMUPDATEZRACONVERSATIONCOMMENT instead (Zoom rebranded IQ to ZRA).
Update IQ conversation host
ZOOM_UPDATE_IQ_CONVERSATION_HOSTDEPRECATED: Use ZOOMUPDATEZRACONVERSATIONHOST instead (Zoom rebranded IQ to ZRA).
Update project collaborators
ZOOM_UPDATE_PROJECT_COLLABORATORSUpdates collaborator permissions for a whiteboard project.
Update whiteboard collaborator
ZOOM_UPDATE_WHITEBOARD_COLLABORATORUpdates collaborator settings for a whiteboard.
Update whiteboard share settings
ZOOM_UPDATE_WHITEBOARD_SHARE_SETTINGSUpdates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard.
Update ZRA conversation comment
ZOOM_UPDATE_ZRA_CONVERSATION_COMMENTTool to update a comment in a Zoom Revenue Accelerator conversation.
Update ZRA conversation host
ZOOM_UPDATE_ZRA_CONVERSATION_HOSTTool to update the host of a Zoom Revenue Accelerator (ZRA) conversation.
Upload Whiteboard File
ZOOM_UPLOAD_WHITEBOARD_FILEUploads a file to be used in Zoom Whiteboard.
Validate marketplace app manifest
ZOOM_VALIDATE_MARKETPLACE_APP_MANIFESTTool to validate a Zoom Marketplace app manifest before submission or update.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.