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Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools

Explore Triggers and Actions

Daily Usage Report Changed

Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed

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Meeting Details Changed

Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates

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Meeting Recording Changed

Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files

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Meeting Summary Created or Updated

Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting

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New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

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New Meeting Created

Triggers when a new Zoom meeting is created for a user.

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New Meeting Participant

Triggers when a new participant appears in a past meeting's participant report.

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New Webinar Created

Triggers when a new webinar is created for a user.

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New Webinar Participant

Triggers when a new participant appears in a past webinar's participant list.

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User Information Changed

Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)

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Webinar Details Changed

Triggers when a Zoom webinar's details change. Detects changes such as: - Topic updates - Start time changes - Agenda modifications - Duration changes - Settings updates (host video, registration type, audio options, etc.) - Status changes - Occurrence updates for recurring webinars - Recurrence pattern changes

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Add a meeting registrant

Registers a participant for a Zoom meeting that has registration enabled. **Prerequisites:** - The meeting host must have a **licensed (paid) Zoom account** - this will NOT work with free/basic accounts - The meeting must have registration enabled (approval_type = 0 for automatic or 1 for manual approval) - Maximum of 4,999 registrants per meeting **Required fields:** meeting_id, first_name, last_name, email **Optional fields:** address, city, state, zip, country, phone, comments, industry, job_title, org, language, auto_approve **Common errors:** - "Only available for paid users" - The meeting host needs a licensed Zoom account - "Registration has not been enabled" - Enable registration via update_a_meeting with approval_type = 0 or 1 - "Meeting not found" - Invalid meeting ID or meeting has ended

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Add a webinar registrant

Registers a participant for a Zoom webinar that has registration enabled. **Prerequisites:** - The webinar host must have a **Pro or higher plan with Webinar add-on** - this will NOT work with basic/free accounts - The webinar must have registration enabled (approval_type = 0 for automatic or 1 for manual approval) - Registration type must be properly configured (1=once for all, 2=each occurrence, 3=choose occurrences) **Required fields:** webinarId, first_name, email **Optional fields:** last_name, address, city, state, zip, country, phone, comments, industry, job_title, org, language, occurrence_ids, source_id **Common errors:** - "Webinar plan is missing" - The host needs a Zoom webinar license/add-on - "Registration has not been enabled" - Enable registration via webinar settings with approval_type = 0 or 1 - "Webinar not found" (404) - Invalid webinar ID or webinar has ended - "Host cannot register" - The webinar host cannot register themselves as an attendee

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Add project collaborators

Adds one or more collaborators to a whiteboard project. Use this action when you want to invite team members or external users to collaborate on a specific whiteboard project. Project owners or authorized users can add collaborators with different permission levels (owner, editor, or viewer). **Prerequisites:** - The user must be the project owner or have admin permissions - The target user must have a Zoom account - The whiteboard project must exist and be accessible **Required fields:** project_id, collaborators (list with at least one user) **Optional fields:** skip_notifications, invite_message **Common errors:** - "Whiteboard plan is missing" - Whiteboard add-on is required - "User not found" - The collaborator's email is not associated with a Zoom account - "Project not found" - Invalid project ID - "Invalid collaborator role" - Role value must be 1, 2, or 3

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Add whiteboard collaborator

Adds one or more collaborators to a whiteboard. Use this action when you need to invite users or team chat channels to collaborate on a specific whiteboard. Supports individual user invites (via email) and team chat channel invites (via channel_id). Collaborators are assigned a role that determines their permission level. On success, returns the list of collaborators that were added. Use this action when you want to share a whiteboard to new users or team chat channels and assign them specific permission levels (owner, co-owner, editor, commenter, or viewer).

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Apply classification to whiteboard

Applies or updates a classification label on a whiteboard. Use this action when you need to assign or change a security classification label on an existing whiteboard. Each whiteboard can only have one classification label at a time — if the whiteboard already has a label, it will be replaced with the new one. Rate limit: Light. Required scopes: whiteboard:write:admin, whiteboard:write, whiteboard:update:whiteboard_classification, or whiteboard:update:whiteboard_classification:admin.

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Bulk import ZRA CRM leads

Bulk import, update, or delete CRM leads in Zoom Revenue Accelerator, with up to 2,000 leads per request. A task ID may be returned to track asynchronous processing.

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Create a meeting

Create a Zoom meeting for a specified user, defaulting to the authenticated user. The host's start URL expires after two hours for regular users or 90 days for custCreate users; meeting creation is limited to 100 requests per day per host.

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Create a whiteboard

Creates a new whiteboard for the authenticated user. Use when you need to create a blank whiteboard that can be shared and collaborated on with others. The whiteboard will be associated with the user making the API call. **Required scope:** whiteboard:write or whiteboard:write:whiteboard **Notes:** - If no name is provided, the whiteboard will be named "Untitled" - After creation, the whiteboard can be shared with collaborators using share settings

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Create IQ conversation

DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION instead (Zoom rebranded IQ to ZRA). Tool to create a Zoom Revenue Accelerator (formerly Zoom IQ) conversation. Use when you need to create a new conversation entry, typically after uploading recording files, transcripts, and metadata.

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Create IQ conversation comment

DEPRECATED: Use ZOOM_CREATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). Tool to create a comment on a Zoom IQ conversation. Use when you need to add comments, replies, or annotations to IQ conversation recordings or transcripts.

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Create IQ user conversation

DEPRECATED: Use ZOOM_CREATE_ZRA_USER_CONVERSATION instead (Zoom rebranded IQ to ZRA). Tool to create a Zoom IQ conversation for a user. Use when you need to create a new conversation entry in Zoom Revenue Accelerator for a specific user.

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Create whiteboard export

Creates an export task to generate PDF exports and audit logs for specified whiteboards. The exported content is bundled into a ZIP file containing the whiteboard PDFs and audit logs. Use when you need to export one or more whiteboards for archival, sharing, or compliance purposes. Use this action when you want to export whiteboard content as a downloadable ZIP file containing PDF exports and audit logs. After creating the export task, poll the GetWhiteboardExportStatus action using the returned task_id until the status changes to 'successed', then download the export using the DownloadWhiteboardExport action. Note: This action only initiates the export process. The export is processed asynchronously. You must poll GetWhiteboardExportStatus to check when the export is ready, then use DownloadWhiteboardExport to retrieve the actual ZIP file.

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Create whiteboard project

Creates a new whiteboard project in Zoom. Use when you need to organize and group whiteboards together, optionally adding collaborators and initializing the project with existing whiteboards.

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Create ZRA conversation

Tool to create a new conversation in Zoom Revenue Accelerator (ZRA). Use when uploading meeting recordings or phone calls for AI-powered analytics, including transcription, sentiment analysis, and engagement scoring.

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Create ZRA conversation comment

Tool to create a comment on a Zoom Revenue Accelerator conversation. Use when you need to add comments, replies, or annotations to ZRA conversation recordings or transcripts.

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Create ZRA CRM accounts

Create, update, or delete CRM accounts in Zoom Revenue Accelerator in batches of up to 2,000. A task ID may be returned for polling status.

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Create ZRA CRM contacts

Bulk import or delete CRM contacts in Zoom Revenue Accelerator, accepting up to 2,000 contacts per request. A task ID may be returned for asynchronous status tracking.

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Create ZRA CRM deals

Tool to bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA). Use when you need to synchronize deals from an external CRM to Zoom's ZRA system. Supports up to 2000 deals per request and processes asynchronously.

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Create ZRA CRM settings

Tool to register a new CRM API integration for Zoom Revenue Accelerator (ZRA). Use when you need to configure CRM settings including type, name, currency, deal stages, and URL patterns for accessing CRM records.

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Create ZRA user conversation

Tool to create a new conversation in Zoom Revenue Accelerator for a specific user. Use when you need to initiate a ZRA conversation entry with topic and start time.

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Delete a meeting

Delete or cancel a Zoom meeting, with optional cancellation notifications for hosts and registrants. For recurring meetings, specify an occurrence to delete just that occurrence; otherwise the entire series is deleted; the result includes a success flag and available error details.

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Delete IQ conversation

Deletes a Zoom IQ conversation by ID. This deprecated action returns a structured success indicator and message after a successful HTTP response.

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Delete IQ conversation comment

DEPRECATED: Use ZOOM_DELETE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). Tool to delete a comment from a Zoom IQ (Revenue Accelerator) conversation. Use when you need to remove a specific comment from a conversation. The endpoint uses idempotent DELETE behavior, returning success regardless of whether the comment exists.

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Delete IQ deal activities

DEPRECATED: Use ZOOM_DELETE_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA). Tool to delete activities associated with a Zoom IQ deal. Use when you need to remove activity records from a specific deal. Can delete all activities or specific ones by providing activity IDs.

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Delete meeting recordings

Delete all cloud recording files for a meeting or webinar, either moving them to trash by default or permanently deleting them. A meeting or webinar ID targets the latest instance; a UUID targets a specific instance.

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Delete recording file

Deletes a specific cloud recording file from a meeting or webinar, moving it to trash by default or permanently deleting it with the delete action. Cloud Recording must be enabled.

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Delete whiteboard

Deletes a whiteboard by its unique identifier. Use when you need to permanently remove a specific whiteboard from Zoom. This action is irreversible — once deleted, the whiteboard cannot be recovered. Requires the user to have whiteboard delete permissions.

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Delete whiteboard collaborator

Removes a collaborator from a whiteboard. Use this action when you need to revoke a user's access to a specific whiteboard by removing them as a collaborator. This action is irreversible for the collaborator's access — the collaborator will no longer be able to view or edit the whiteboard unless added back. Requires the user to have whiteboard admin or owner permissions. **Prerequisites:** - The authenticated user must be the whiteboard owner, co-owner, or have admin permissions - The collaborator must currently have access to the whiteboard **Common errors:** - "Whiteboard not found" - Invalid whiteboard ID - "Collaborator not found" - The specified collaborator does not have access to the whiteboard - "Insufficient permissions" - User lacks permission to remove collaborators

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Delete whiteboard project

Deletes a whiteboard project by its ID. Deleting a project removes all associated whiteboards from the project. Use when you need to permanently remove a whiteboard project and all its contents from Zoom. This action is irreversible — once the project is deleted, it cannot be recovered, and all associated whiteboards will be removed.

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Delete ZRA conversation

Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID. Use when you need to remove a conversation from the Revenue Accelerator system. This is an undocumented endpoint that returns HTTP 200 on success.

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Delete ZRA conversation comment

Tool to delete a comment from a Zoom Revenue Accelerator conversation. Use when you need to remove a specific comment from a ZRA conversation.

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Delete ZRA CRM settings

Deletes CRM settings for Zoom Revenue Accelerator (ZRA). Use when you need to remove CRM configuration from the account.

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Delete ZRA deal activities

Tool to delete activities from a Zoom Revenue Accelerator (ZRA) deal. Use when you need to remove one or more activities associated with a specific deal by providing the deal ID and comma-separated activity IDs.

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Download imported whiteboard file

Downloads a specific imported file from a Zoom whiteboard. If Zoom returns error code 34002, the response contains null content instead of a downloaded file.

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Download whiteboard export

Downloads the exported whiteboard content for a completed whiteboard export task. The task must have completed successfully before calling this action. Use when you need to retrieve the actual whiteboard content (drawings, annotations, images) that was exported using the Create whiteboard export API. Returns a ZIP archive containing the whiteboard files. This action is read-only and does not modify any whiteboard data. Use this action when you have created a whiteboard export task and want to download the resulting ZIP file containing the exported content.

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Download whiteboard session activity

Downloads a whiteboard session activity archive using its file path. A 404 response returns null content and the requested path, rather than a downloaded file.

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Get a meeting

Retrieve details of a Zoom meeting by ID, including its topic, schedule, URLs, passwords, settings, and recurring meeting information. Optionally request a specific occurrence or include previous occurrences.

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Get a meeting summary (Paid accounts only)

Retrieves an AI-generated meeting or webinar summary by instance UUID, including summary content when available. The host needs a paid plan and the appropriate AI Companion summary setting; end-to-end encrypted meetings do not support summaries.

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Get a user

Retrieves detailed information about a specific Zoom user by ID, email, or 'me'. Returns user type, role, license info, and account metadata. Use when you need to check user type/license or retrieve user profile details.

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Get a webinar

Access Zoom Webinar details requires Pro or higher plan and Webinar add-on. Scopes include `webinar:read:admin` and `webinar:read`. Granular scopes and a 'LIGHT' rate limit also apply.

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Get a whiteboard

Retrieves details about a specific whiteboard document. Returns comprehensive whiteboard information including name, creation/modification dates, share settings, and classification. Use this action when you need to fetch metadata for a specific whiteboard by its ID. Requires whiteboard:read or whiteboard:read:admin scope.

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Get a whiteboard session

Retrieves detailed information about a specific whiteboard session by its session ID. Returns session metadata including start/end times, whiteboard info, and a list of activities performed during the session. Use this action when you need to retrieve session details, activity logs, or participant information for a Zoom Whiteboard session. For large result sets, use pagination with next_page_token.

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Get daily usage report

The daily report provides Zoom service usage details, like new users, meetings, participants, and minutes per day for a month, requiring a Pro plan or higher. It has a 'Heavy' rate limit.

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Get IQ conversation comments

DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_COMMENTS instead (Zoom rebranded IQ to ZRA). Tool to retrieve all comments for a specific Zoom IQ conversation. Use when you need to access comments, replies, and discussion threads within a conversation. Returns comment content, timestamps, user information, and mentions. Supports pagination for large comment sets.

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Get IQ conversation content analysis

Tool to retrieve content analysis for a Zoom IQ conversation by its ID. Use when you need to get AI-generated insights and analysis from a Revenue Accelerator conversation. Returns structured analysis data including conversation insights and extracted content.

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Get IQ conversation interactions

DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_INTERACTIONS instead (Zoom rebranded IQ to ZRA). Tool to retrieve interactions for a specific Zoom IQ (Revenue Accelerator) conversation. Use when you need to fetch conversation interaction data, including participant interactions and transcript details. Supports pagination for large result sets.

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Get IQ conversation scorecards

DEPRECATED: Use ZOOM_GET_ZRA_CONVERSATION_SCORECARDS instead (Zoom rebranded IQ to ZRA). Tool to retrieve scorecards for a specific Zoom IQ conversation by conversation ID. Use when you need to access scorecard data associated with a conversation. Note: There is a known issue where the API may return an empty scorecards list even when scorecards exist in the UI.

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Get IQ deal

Tool to get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ). Returns deal information for the specified deal ID including name, amount, stage, owner, and dates.

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Get IQ deal activities

DEPRECATED: Use ZOOM_GET_ZRA_DEAL_ACTIVITIES instead (Zoom rebranded IQ to ZRA). Tool to retrieve activities associated with a Zoom Revenue Accelerator (formerly Zoom IQ) deal. Use when you need to list all activities for a specific deal.

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Get IQ user conversation playlists

DEPRECATED: Use ZOOM_LIST_ZRA_USER_CONVERSATION_PLAYLISTS instead (Zoom rebranded IQ to ZRA). Tool to retrieve conversation playlists for a Zoom IQ (Revenue Accelerator) user. Returns playlist information or an empty response when no playlists exist.

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Get marketplace user apps

Retrieves a paginated list of Zoom Marketplace apps installed for a specific user. Returns app details including app ID, name, type, and installation status. Use when you need to check which marketplace apps a user has access to.

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Get marketplace user entitlements

Retrieves marketplace entitlements for a specific Zoom user by ID or 'me'. Returns list of entitlements associated with the user's account. Use when you need to check user marketplace subscriptions or permissions.

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Get meeting recordings

Retrieve cloud recording metadata for a meeting or webinar by ID or UUID; an ID selects the latest instance. The result can include download URLs and, on request, a download access token. A not-found response is reported as an empty recordings list, including when the user is not found.

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Get past meeting participants

Retrieve participants in a past Zoom meeting within the last 15 months, using a meeting ID for the latest instance or a UUID for a specific instance. A paid Pro or higher account is required; one-person meetings are excluded by default unless the relevant account setting is enabled.

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Get user settings

Tool to retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences. Use when you need to check or display a user's Zoom configuration settings.

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Get whiteboard export status

Retrieves the status of a whiteboard export task by its task ID. This action queries the current state of an export request initiated via the create whiteboard export action. Use this action when you need to check whether a whiteboard export has completed processing, is still being generated, or has failed. Poll this endpoint until status changes from 'processing' to either 'successed' or 'failed'. The export is processed asynchronously, so you should poll this endpoint periodically to check for completion before attempting to download the exported file.

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Get whiteboard project

Retrieve a Zoom Whiteboard project by ID, returning its name and available owner, timestamp, starred and collaborator information.

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Get ZRA conversation comments

Tool to retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation. Use when you need to access user comments, replies, and annotations associated with a conversation recording or transcript.

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Get ZRA conversation interactions

Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation. Returns interaction data including speakers, timestamps, content, and metadata for conversation analysis. Use when you need detailed interaction-level data from ZRA conversations.

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Get ZRA conversation scorecards

Tool to retrieve scorecards for a specific conversation in Zoom Revenue Accelerator. Use when you need to get scorecard data and performance metrics for a particular conversation.

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Get ZRA deal activities

Tool to retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal. Use when you need to list all activities for a specific deal in ZRA.

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Import whiteboard

Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files). The import is processed asynchronously and returns a task_id for tracking progress. Use this task_id to poll for import completion and retrieve the resulting whiteboard. Use this action when you need to convert an externally created whiteboard into a Zoom whiteboard. The file must already be uploaded to Zoom before initiating the import.

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List all recordings

This 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. It requires a Pro plan, Cloud Recording enabled, and has a MEDIUM rate limit.

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List archived files

Lists archived meeting and webinar files within a specified date range (max 7 days). Requires the 'Meeting and Webinar Archiving' feature to be enabled by Zoom Support. Use this to retrieve compliance recordings archived to third-party storage platforms.

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List devices

Lists devices in a Zoom account, including Zoom Room computers, controllers, scheduling displays, and whiteboards. Results can be filtered by enrollment, device type, and other device attributes; Zoom defaults to ZDM-enrolled devices when the enrollment filter is omitted.

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List IQ conversations

DEPRECATED: Use ZOOM_LIST_ZRA_CONVERSATIONS instead (Zoom rebranded IQ to ZRA). Tool to list Zoom Revenue Accelerator (formerly Zoom IQ) conversations. Use when you need to retrieve conversation metadata including meeting and phone conversations from Zoom Revenue Accelerator.

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List IQ deals

DEPRECATED: Use ZOOM_LIST_ZRA_DEALS instead (Zoom rebranded IQ to ZRA). Tool to list deals from Zoom Revenue Accelerator (IQ). Returns deal information including name, amount, stage, and owner details. Use when you need to retrieve CRM deal data from Zoom IQ.

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List marketplace app custom fields

Tool to retrieve custom fields configured for a Zoom Marketplace app. Use when you need to list all custom fields available for the marketplace app.

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List meeting notes

Lists My Notes documents associated with a Zoom meeting.

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List meeting summary templates

Tool to retrieve a list of meeting summary templates for a specified user. Use when you need to view available meeting summary templates or select a template for meeting summaries.

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List meetings

This Zoom API lists a user's scheduled meetings using the `me` value for user-level apps, excluding instant meetings and only showing unexpired ones. Requires specific scopes and has a `MEDIUM` rate limit. No server-side filtering by topic, agenda, or text fields; all such filtering must be done client-side. `meetingId` values exceed 32-bit integer range; treat as full-length numeric or string identifiers.

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List past meeting instances

List UUIDs for ended instances of a meeting, including recurring meeting occurrences. Zoom does not return instances from meetings more than 15 months old.

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List project collaborators

Lists all collaborators for a whiteboard project, including their roles and permissions. Use this action when you need to view who has access to a whiteboard project and what permission level each collaborator has. This action is read-only and does not modify any data. **Note**: This action requires the whiteboard project to exist and the authenticated user to have appropriate permissions (project owner, co-owner, or admin).

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List tasks

Lists tasks assigned to or created by the current user. Zoom defaults to tasks with status `To do` when no status filter is provided.

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List user collaboration devices

Tool to list collaboration devices associated with a user. Use when you need to retrieve information about a user's collaboration devices. For user-level apps, pass 'me' instead of the userId parameter to get devices for the authenticated user.

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List users

Lists users in the connected Zoom account. Zoom returns active users by default; set status to retrieve inactive or pending users. Required scopes: user:read:list_users:admin or user:read:admin. These are not in the default Zoom OAuth scopes, so the connection must be granted one of them.

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List webinar participants

Get a list of past webinar participants with a Pro plan or above plus an add-on. Requires specific scopes and has a medium rate limit.

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List webinar registrants

Lists webinar registrants with optional occurrence, status, and tracking-source filters. Results are paginated and default to approved registrants when status is omitted.

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List webinars

The API lists all scheduled webinars for Zoom users with a webinar plan, using `me` for user-level apps. It only shows unexpired webinars for hosts broadcasting to up to 10,000 attendees. Requires Pro plan upwards and specific scopes. Rate limit: MEDIUM.

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List whiteboard projects

Lists all whiteboard projects accessible to the user. Returns project metadata including ID, name, owner, and timestamps. Use this action when you need to retrieve whiteboard projects with optional filtering by owner or name search. Supports pagination through the next_page_token parameter.

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List whiteboards

Lists all whiteboards accessible to the user. Returns whiteboard metadata including ID, name, owner, and timestamps. Use this action when you need to retrieve whiteboards with optional filtering by owner, date range, project, or name search. Supports pagination through the next_page_token parameter.

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List ZRA conversations

Tool to list all conversations in Zoom Revenue Accelerator. Use when you need to retrieve analytics data from Revenue Accelerator conversations, including engagement scores, sentiment analysis, and meeting metrics.

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List ZRA CRM accounts

Lists CRM accounts from Zoom Revenue Accelerator by account IDs. Use when you need to retrieve CRM account information for specific account identifiers (up to 100 IDs).

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List ZRA CRM contacts

Tool to retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed contact information for specific CRM contacts. Supports up to 100 contact IDs per request.

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List ZRA CRM deals

Tool to retrieve CRM deal information from Zoom Revenue Accelerator (ZRA). Use when you need to fetch detailed deal information for specific CRM deals. Supports up to 100 deal IDs per request.

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List ZRA CRM leads

Tool to retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed lead information for specific CRM leads. Supports up to 100 lead IDs per request.

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List ZRA CRM settings

Tool to retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA). Use when you need to view the configured CRM settings including type, name, currency, deal stages, and URL patterns.

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List ZRA deals

Tool to list deals from Zoom Revenue Accelerator (ZRA). Returns deal information including name, amount, stage, and owner details. Use when you need to retrieve CRM deal data from Zoom ZRA.

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List ZRA scheduled items

Tool to list scheduled Zoom Revenue Accelerator (ZRA) items. Use when you need to retrieve scheduled ZRA-related data. Returns an empty list when no scheduled items are available for the authenticated account.

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List ZRA settings indicators

Tool to retrieve account indicator settings for Zoom Revenue Accelerator (ZRA). Use when you need to view configured indicators that identify specific words, phrases, or sentences in conversations.

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List ZRA user conversation playlists

Tool to list conversation playlists for a specific user in Zoom Revenue Accelerator. Use when you need to retrieve playlists containing conversation clips for coaching or sharing purposes.

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Move whiteboards to project

Move one or more whiteboards into a specified Zoom Whiteboard project to organize them. A request can include up to 50 whiteboard IDs.

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Remove project collaborator

Removes a collaborator from a whiteboard project. Use this action when you need to revoke a user's access to a specific whiteboard project. This action is irreversible — once a collaborator is removed, they will no longer have access to the project's whiteboards unless re-added. **Note:** The authenticated user must be the project owner, co-owner, or have admin permissions to remove collaborators.

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Remove whiteboard classification

Removes the classification label from a whiteboard. Use this action when you need to unassign or clear a security classification label from an existing whiteboard. Not supported in Gov cluster. Each whiteboard can only have one classification label at a time — calling this action removes the currently applied classification, if any. This action is reversible — you can apply a new classification label afterward using the ApplyClassificationToWhiteboard action.

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Remove whiteboards from project

Removes one or more whiteboards from a specified Zoom Whiteboard project. This action is irreversible — once whiteboards are removed from a project, they cannot be automatically restored to that project. Use when you need to clean up whiteboards from a project or reassign them to a different project.

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Search company contacts

Tool to search company contacts in Zoom by first name, last name, or email. Use when you need to find specific contacts within the organization. Supports pagination for large result sets and optionally includes presence status.

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Update a meeting

Updates a Zoom meeting or a specified occurrence. The request also sends default meeting type, recurrence and settings values when omitted, which can affect existing configuration.

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Update a whiteboard project

Updates the name of an existing whiteboard project in Zoom. This action allows you to rename a project to better reflect its content or purpose. The project_id is required to identify which project to update. This action is commonly used when reorganizing whiteboard content or updating project names to reflect new themes. Use this action when you need to rename a whiteboard project to better organize your Zoom whiteboards, update project names to reflect new topics or purposes, or batch-rename projects as part of a larger content management workflow. Note: This action modifies existing data but is not destructive — the project and all its associated whiteboards remain intact even after a name change.

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Update classification label

Updates an existing classification label in Zoom Whiteboard. Use this action when you need to modify the name, color, sensitivity level, description, guideline URL, or default status of an existing classification label. Only the fields provided in the request body will be updated. Changes are saved as a draft and may need to be published separately. Use this action when you need to rename a classification label to better reflect its purpose, update the color coding for visibility, adjust sensitivity levels to match your organization's security policies, or change which label is set as the default for new whiteboards. Note: This action modifies existing data but is not destructive — the classification label and all associated whiteboards remain intact even after updates.

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Update IQ conversation comment

DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_COMMENT instead (Zoom rebranded IQ to ZRA). Tool to update a comment in a Zoom IQ conversation. Use when you need to modify an existing comment's text, mentions, or recording timestamp.

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Update IQ conversation host

DEPRECATED: Use ZOOM_UPDATE_ZRA_CONVERSATION_HOST instead (Zoom rebranded IQ to ZRA). Tool to update the host of a Zoom IQ (Revenue Accelerator) conversation. Use when you need to transfer conversation ownership to a different user.

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Update project collaborators

Updates collaborator permissions for a whiteboard project. Use this action when you need to change the permission level of one or more collaborators on a whiteboard project. This allows reassigning roles such as changing a viewer to an editor or promoting a collaborator to owner status. **Prerequisites:** - The user must be the project owner or have admin permissions - The whiteboard project must exist and be accessible **Required fields:** project_id, collaborators (list with collaborator_id and role for each) **Common errors:** - "User not found" - The collaborator ID does not match a Zoom user - "Project not found" - Invalid project ID - "Invalid collaborator role" - Role value must be 0, 1, 2, 3, or 4

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Update task

Updates one or more fields on an existing Zoom task. Required scopes: tasks:update:task or tasks:update:task:admin. These are not in the default Zoom OAuth scopes, so the connection must be granted one of them.

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Update whiteboard collaborator

Updates collaborator settings for a whiteboard. Changes the permission role for one or more collaborators on the whiteboard. Use this action when you need to modify what access levels collaborators have, such as promoting a viewer to editor or demoting an owner to co-owner. Note: When assigning a new Owner or Co-owner, the user must belong to the same account as the original Owner. If ownership is transferred, the original owner automatically becomes a Co-owner. This action is irreversible once the role changes are saved.

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Update whiteboard share settings

Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard. Use this action when you need to change the share permissions, visibility scope, or access role for a specific whiteboard. The API returns HTTP 204 No Content on success.

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Update ZRA conversation comment

Tool to update a comment in a Zoom Revenue Accelerator conversation. Use when you need to modify the text, mentions, or timestamp of an existing comment.

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Update ZRA conversation host

Tool to update the host of a Zoom Revenue Accelerator (ZRA) conversation. Use when you need to transfer conversation ownership to a different user.

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Upload Whiteboard File

Uploads a file to be used in Zoom Whiteboard. Supports PDF and Visio (.vsdx) file formats. Use when you need to import external documents into Zoom Whiteboard for collaboration and editing. The file upload uses a separate file API endpoint (fileapi.zoom.us).

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Validate marketplace app manifest

Tool to validate a Zoom Marketplace app manifest before submission or update. Use when you need to verify that an app manifest configuration is valid and meets Zoom's requirements.

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How the Zoom integration works

The Zoom integration connects your Dench AI CRM directly to Zoom, so agents can read and act on your Zoom data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

109 actions are available for agents to invoke on your behalf, and 11 triggers can start a Dench automation the moment something changes in Zoom. Every call runs through Zoom's own authorization, scoped to the account you connect.

Set up Zoom in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Zoom and click Connect — you'll authorize access through Zoom's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Zoom in chat, or wire a Zoom trigger into an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Zoom integration work with Dench?

The Dench Zoom integration connects your AI CRM to Zoom, so AI agents can work with your Zoom data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Zoom via Dench?

The Zoom integration currently exposes 109 actions, including Add a meeting registrant, Add a webinar registrant, Add project collaborators, Add whiteboard collaborator, Apply classification to whiteboard, and Bulk import ZRA CRM leads. Agents invoke them on your behalf from chat or from automations.

Can Dench react to events in Zoom automatically?

Yes. The Zoom integration provides 11 triggers — such as Daily Usage Report Changed, Meeting Details Changed, Meeting Recording Changed, and Meeting Summary Created or Updated — that can start a Dench automation the moment something happens in Zoom.

Do I need to write code to connect Zoom to Dench?

No. You connect Zoom from your Dench workspace using Zoom's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Zoom integration secure?

Connections are authorized through Zoom's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Zoom connection from your workspace settings at any time.

Zoom | Dench AI CRM