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About ScreenMeet

ScreenMeet is a remote support and screen-sharing platform that lets IT and support teams join end-user sessions for troubleshooting, cobrowsing, and live assistance. Connecting ScreenMeet to Serval enables workflows that look up support sessions, correlate them with help desk tickets, and audit session activity from your service desk.
This integration is currently in beta. The shipped installable workflows focus on reading session data; additional ScreenMeet API capabilities may be added over time.

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What the ScreenMeet integration enables

CapabilityDescription
List sessionsList organization support sessions with optional filters for state, session type, pagination, and unattended-only sessions
Get sessionRetrieve details for a single session by ID, including state, agent/user URLs, and scheduling metadata
CRM lookupList sessions linked to an external CRM object mapping key (for example, a help desk ticket or case record)
Custom workflowsBuild additional workflows against any endpoint in the ScreenMeet v3 API
The SDK also exposes create and close session endpoints, but the installable workflows shipped with this integration are read-focused.

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ScreenMeet configuration

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Prerequisites

Before connecting ScreenMeet in Serval, ensure you have:
  • Administrator access to ScreenMeet Console
  • Permission to create API keys for your organization
Serval authenticates with ScreenMeet using OAuth 2.0 client credentials (server-to-server). It exchanges your Client ID and Client Secret for a short-lived bearer token at https://app.screenmeet.com/v3/oauth/token, then sends that token in the Authorization: Bearer header on each API request. You do not configure a static bearer token or redirect URL.

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Create API credentials

  1. Log in to ScreenMeet Console as an administrator
  2. Go to Organization → API Keys
  3. Create a new API key
  4. Copy the credentials shown after creation:
    • Client ID: Your application’s unique identifier
    • Client Secret: Your application’s secret key
The Client Secret is shown only once when the key is created. Store it securely. If you lose it, create a new API key in ScreenMeet Console.

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Serval configuration

  1. In Serval, go to Apps → Available → ScreenMeet → Connect
  2. Enter the following information:
    FieldDescription
    Instance NameA friendly name for this ScreenMeet integration instance
    Client IDThe Client ID from ScreenMeet Console API keys
    Client SecretThe Client Secret from ScreenMeet Console API keys
  3. Click Save
Serval verifies the connection by fetching your authenticated ScreenMeet user account.
Need help? Contact support@serval.com for assistance with your ScreenMeet integration.