Zoom Meeting – WorkDo Dash SaaS Add-On Guide

Introduction

The Zoom Meeting Integration system is a comprehensive video conferencing management platform that seamlessly connects your business operations with Zoom’s video conferencing services. This system allows you to configure Zoom API credentials through system settings and create, manage, and schedule Zoom meetings directly from your software platform. The integration enables automatic meeting creation, user invitation management, and calendar-based meeting visualization. Users can join meetings directly through the system when logged in, and administrators can track meeting participation, duration, and status through comprehensive reporting and calendar views.

How To Install Add-On?

To Set Up the Zoom Meeting Add-On, you can follow this link: Setup Add-On.

Integration With Multiple Add-Ons

• If the Add-Ons like Google Calendar and Outlook Calendar are enabled, and if you enable the toggle button given for Zoom meeting, then the meeting that has been created will be visible on Google Calendar and Outlook Calendar.

• Google Calendar
• Outlook Calendar

How To Use Zoom Meeting Add-On?

Setting configuration

• To activate this Add-On, navigate to the settings page and find the Zoom Meeting Settings section. Toggle Enable Zoom Integration to allow meetings to be created via Zoom.
• Once enabled, enter your Zoom Client ID, Client Secret, and Account ID in the fields provided.
• To help you generate these credentials, the settings page includes a “Setup Instructions” guide with the following steps:
• Go to Zoom Marketplace and create a Server-to-Server OAuth app
• In App Credentials, copy the Account ID, Client ID, and Client Secret
• Set the required API scopes: meeting.write, meeting.read, user.read
• Paste the credentials above and enable the integration
• After entering all required details, click the Save Changes button to apply the updates and start using Zoom for your meetings.

Manage Zoom Meetings

• To create a new meeting, click the “Create” button on the Manage Zoom Meetings page to open the Create Zoom Meeting form. Enter a Title for the meeting, add a Meeting Password if needed, and select the Start Time.
• Enter the Duration in minutes, add a Description to provide context about the agenda, and toggle Host Video, Participant Video, Waiting Room, and Recording on or off as needed. Select Participants from the dropdown, or choose Host from the dropdown (which comes from the user management). Select the meeting Status by choosing one of the available radio button options (Scheduled, Started, Ended, or Cancelled).
• Before you can create a meeting, the system checks whether Zoom integration is properly configured and enabled. If it isn’t, a warning banner appears at the top of the Manage Zoom Meetings page, letting you know that Zoom Meeting Integration is not enabled and needs to be configured in Settings.
• In calendar view, navigate using the arrow buttons, the Today button, or the Month, Week, and Day view toggles. Clicking on a date highlights it and displays that day’s meetings in the panel on the right, showing “No meetings on this date” if none are scheduled.
• The Manage Zoom Meetings page displays all scheduled meetings in a table, showing the Title, Start Time, Duration, Host Name, Participants (shown as avatars), Status, and Actions for each meeting. The Status badge can be changed directly from the list using the dropdown next to it.
• Choose the meeting Status: Scheduled (the meeting is set for a future date/time), Started (the meeting is currently in progress), Ended (the meeting has concluded), or Cancelled (the meeting has been called off).
• Use the Search Zoom Meetings bar to find a specific meeting, and use the Filters section to narrow the list by Status or Date Range, then click “Apply” to filter or “Clear” to reset.
• The available actions depend on the meeting status: Scheduled meetings allow Join/Start Meeting, View, Edit, and Delete; Started meetings allow Join Meeting, View, and Delete; and Ended or Cancelled meetings allow only View and Delete.

Enhanced User Management & Meeting Controls

• When you add a meeting, the invited users will automatically see the option to join the meeting when they log into the system, making it easy for participants to access the meeting without needing to remember separate meeting details.
• The meetings list page displays all scheduled meetings with columns showing Title, Invitees, Meeting Date/Time, Duration, URL (including both Start URL for hosts and Join URL for participants), Status, and available Actions.
• You can use the Search and Filters buttons to manage your meeting list effectively. For each record, you can use the action buttons to Start the meeting, Join the meeting, access detailed meeting information, Edit the record to update any details, or Delete to remove meetings from the system.