About Zoom
Zoom provides video conferencing, chat and phone services for modern distributed teams. Connecting Zoom to Serval lets you automate user and meeting administration tasks directly from chat workflows.What the Zoom integration enables
Capability | Description |
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Access Management | Create, update, and manage users and their permissions |
Automation workflows | Streamline meeting and user management |
Create a Zoom Server-to-Server OAuth app
The Serval Zoom integration requires you to create a new Zoom application for your organization. This allows you to control the exact permissions that Serval has within your Zoom account.Create a new Zoom application
- Log in to your Zoom account and navigate to the Developer Console.
- Click Develop > Build app.
- Create a “Server to Server OAuth app”.
- Name your application.
- Continue through the setup process. Ensure you select scopes for any APIs you wish to access via Serval.
- Activate your app.
- Navigate to your “App Credentials” page. These credentials will be used in Serval.
Configure the Zoom integration in Serval
Enter the following information in the Serval UI:Field | Description |
---|---|
Account ID | This is the account ID displayed in your “App Credentials” page. |
Account Name | This should be a user-friendly name for your account, usually just your organization name. It will be displayed in the Serval UI and must be unique within your Serval team for this integration. |
Client ID | This is the Client ID displayed in your “App Credentials” page. |
Client Secret | This is the Client Secret displayed in your “App Credentials” page. This is a secret value and should not be shared with anyone. |
Serval Configuration
- In Serval go to Apps → Available → Zoom → Connect.
- Enter the Account ID, Client ID, Client Secret and a user-friendly Account Name from your Zoom app’s App Credentials page.
- Click Save.