Zoom Integration

Updated 1 week ago by Andrew White

Zoom is a cloud platform for video and audio conferencing and chat. With atSpoke, you can trigger actions in Zoom from within a request or task to help reduce context switching and streamline your workflow.

Access to the Zoom integration is only available to users the Plus Plan

Permissions required for Setup

For more information, visit Zoom help site.

Setup

  1. Navigate to Settings
  2. Choose the Integrations menu
  3. Scroll to the Video Conferencing section and click Connect on the Zoom tile
Only Admins can view, enable, configure, edit, and disable Integrations

Connection is established via OAuth. You'll be redirected to Zoom to log in and grant access to atSpoke to make changes

  1. Once authorized, you'll need to select at least one atSpoke team. The teams selected can start Zoom meetings from any request filed under this team.
  2. Once enabled, Admins can either disable or edit the connection to add or remove atSpoke teams directly from the Integrations tab under Settings. 

Creating a task in atSpoke

Begin by opening the request you'd like to start a Zoom meeting from:

  1. Choose the Bolt icon in the upper right
  2. Select Zoom
  3. Click Start meeting
  1. The Requester field will be pre-populated with requester's email address
  2. The Meeting Topic field will be pre-populated with the request's subject line
  3. Click Start to get and begin the Zoom meeting

You will see the Zoom meeting which you created at the bottom of the request. Click on the link to launch the meeting in Zoom.

Uninstalling the atSpoke Add-on

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace
  2. Click Manage > Installed Apps or search for the atSpoke app
  3. Click the atSpoke app
  4. Click Uninstall
  5. To remove the Zoom integration in atSpoke navigate to Settings > Find the Zoom Integration > click Edit Connection > then click Disable


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