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Zoom Video

Describes an older version of the product

The Fluency portion of this guide references the older Cloud Integrations page (under the "Data Ingress" menu), which does not exist in the current interface — integrations are now managed on Platform → Integrations (see Page Functionality). The Fluency-side steps and screenshots need to be re-verified against the current interface.

No application template

Zoom has no application template. It is connected as a REST integration on Platform → Integrations using a Server-to-Server OAuth app, with a Fluency-issued webhook URL registered as a Zoom event subscription. See the Integration Matrix for which products use which path.

Fluency's integration to Zoom Video is supported via two parts, an API integration, and a webhook subscription. (Sept 2023)

Zoom (Part 1: API)

Creating a Server-to-Server OAuth app

Go to the Zoom App Marketplace. Click "Develop" in the dropdown menu in the top-right corner of the page and select "Build App". A new page will appear displaying the available app types.

Click "Create" in the Server-to-Server OAuth section.

Zoom App Marketplace build page with the Create button in the Server-to-Server OAuth section

Add a name for your app and click "Create".

Dialog asking for the app name before creating the Server-to-Server OAuth app

App credentials tab showing the Account ID, Client ID and Client Secret

After the app is created, copy the information in the "App credentials" tab for the next section in Fluency. Click "Continue".

On the following page, update the "Company Name" and the "Developer Name" and "Email" information sections. (These fields are required to continue.)

Information tab with the Company Name, Developer Name and Email fields filled in

Continue to the "Feature" tab, to view the "Secret Token". You will need the it for the next section in Fluency, too.

Feature tab showing the app's Secret Token

Continue to configure the Scopes for this App.

Scopes tab with the Add Scopes button

Scope picker with the available permission scopes listed

The scope "View all user information" should be assigned to this App. Click "Done".

View all user information scope selected for the app

Once complete, activate the App.

Activation tab with the app activated

Refer to Zoom's documents for full instructions on creating a Server-to-Server OAuth app:

https://developers.zoom.us/docs/internal-apps/create/

Fluency: Configuring a Zoom Plugin

Sign in to your Fluency portal at https://<companyname>.app.ingext.io — see Fluency Web Interface for the URL formats.

Choose the Integrations option under the Platform menu in the navigation bar.

On the following page, navigate to the Business Cloud Tools section.

Integrations page with the Business Cloud Tools section and the Zoom icon

To Add an integration, choose the Zoom icon from the group on the left side of the page to create a new integration endpoint.

New Zoom integration panel with the credential fields to complete

These are the required pieces of information to create this import ,fill them in according to the previous section and click Save.

Returning to the previous page, find the newly created integration on the right side of the Business Cloud Tools section.

Business Cloud Tools section with the newly created Zoom integration listed

Click on the gear button to view the integration. Notice that there is a new row "Webhook URL". Copy that URL for next section.

Zoom integration detail showing the generated Webhook URL row

Zoom (Part 2: Webhook)

Return to the newly created App, by navigation to the Zoom App Marketplace. Click "Manage" in the dropdown menu in the top-right corner of the page to see the list of "Created Apps".

Zoom App Marketplace Manage view listing the created apps

Select the name of the app, and navigate to the "Feature" tab.

Feature tab of the Zoom app

Enable the "Event Subscriptions" toggle, and click "+ Add Event Subscription".

Event Subscriptions toggled on, with the + Add Event Subscription button

Give this item a "Subscription name", and use the webhook URL from Fluency for the "Event notification endpoint URL". Be sure to validate the URL.

Event subscription form with the subscription name and the Fluency webhook URL as the notification endpoint

Then click "+ Add Events" to this subscription.

Event subscription with the + Add Events button

Select some or all of the event types:

Event type picker with the Meeting, User and User Activity categories

All event types may not need to be selected, however, ensure at least the types under the Meeting, User and User Activity categories are chosen at a minimum.

Select the option for "All users in the account", and click on the "Save" button.

Subscription scoped to all users in the account, with the Save button

Refer to Zoom's documentation for further details on the Event Subscription webhook:

https://developers.zoom.us/docs/api/webhooks/

References

Developer's guide:

https://developers.zoom.us/docs/internal-apps/s2s-oauth/

https://developers.zoom.us/docs/api/webhooks/#validate-your-webhook-endpoint