Create Zoom Meeting activity

An activity that creates a meeting in Zoom.


Create Zoom Meeting activity

Configure the Create Zoom Meeting activity

To configure the Create Zoom Meeting activity, do the procedure in this topic.

Examples

Prerequisites

Good to Know

  • The meeting host is the user account associated with your Zoom access token.
  • To prevent uninvited participants from entering your meeting (sometimes called "Zoombombing") AgilePoint strongly recommends you configure your Zoom meeting to require a password.
  • ​​To send an e-mail notification, click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Zoom Zoom icon tab.
      2. On the Zoom Zoom icon tab, drag the Create Zoom Meeting Create Zoom Meeting icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Create Zoom Meeting activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Zoom Meeting Configuration > Meeting Details tab

Specifies the necessary information to schedule the meeting in Zoom.

Figure: Create Zoom Meeting Configuration > Meeting Details tab

Create Zoom Meeting Configuration Meeting Details tab

Fields

Field Name Definition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID/Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
A valid e-mail address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Topic
Function:
Specifies the subject of the meeting.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Example:
Refer to:

Date and Time
Function:
Specifies the date and time to start the meeting in Zoom.
Accepted Values:
A valid date and time
Default Value:
None
Example:
Refer to:

Duration
Function:
Specifies the maximum amount of time for the meeting.
Accepted Values:
A number of hours, minutes, or both.
Default Value:
None
Example:
Refer to:

Time Zone
Function:
Specifies the time zone for the meeting schedule.
Accepted Values:
A time zone from the list.
Default Value:
None
Example:
Refer to:

Recurring Meeting
Function:
Specifies whether the meeting occurs more than one time.
Accepted Values:
  • Selected - The meeting occurs more than one time.
  • Deselected - The meeting only occurs one time.
Default Value:
Deselected

Recurrence
Function:
Specifies the time period for the meeting to reoccur.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
  • Daily - Specifies the days the meeting occurs.
  • Weekly - Specifies the days of the week the meeting occurs.
  • Monthly - Specifies the day of the month the meeting occurs.
Default Value:
None

Repeat Every
Function:
Specifies the number of time units the meeting reoccurs.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
An integer.
Default Value:
None

End Date
Function:
Specifies the date to stop a recurring meeting.
To Open this Field:
  1. On the Meeting Details tab, select Recurring Meeting.
Accepted Values:
  • By - Specifies the date to stop.
  • After - Specifies the number of times the meeting occurs before it stops.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Zoom Meeting Configuration > Video (when joining a meeting) tab

Specifies the video options to schedule the meeting in Zoom.

Figure: Create Zoom Meeting Configuration > Video (when joining a meeting) tab

Create Zoom Meeting Configuration Video when joining a meeting tab

Fields

Field Name Definition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID/Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
A valid e-mail address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Host
Function:
Specifies whether the video for the host turns on the host joins the meeting.
Accepted Values:
  • On - Turn on the host's video.
  • Off - Turn off the host's video.
Default Value:
Off

Participants
Function:
Specifies if the participant's video is to turn on or off when the participants join the meeting in Zoom.
Accepted Values:
  • On - Turn on the participant video.
  • Off - Turn off the participant video.
Default Value:
Off

Create Zoom Meeting Configuration > Audio Options tab

Specifies the audio options to schedule the meeting in Zoom.

Figure: Create Zoom Meeting Configuration > Audio Options tab

Create Zoom Meeting Configuration Audio Options tab

Fields

Field Name Definition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID/Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
A valid e-mail address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Audio options
Function:
Specifies the audio device to use in the meeting.
Accepted Values:
  • Telephone Only - Partcipants can connect to the meeting audio only with telephone.
  • Computer Audio Only - Partcipants can connect to the meeting audio only with a computer.
  • Both - Partcipants can connect to the meeting audio with either a telephone or a computer.
Default Value:
None

Create Zoom Meeting Configuration > Meeting Options tab

Specifies the meeting options to schedule the meeting in Zoom.

Figure: Create Zoom Meeting Configuration > Meeting Options tab

Create Zoom Meeting Configuration Meeting Options tab

Fields

Field Name Definition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID/Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
A valid e-mail address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Alternate Hosts
Function:
Specifies the alternative user ID or e-mail address to start the meeting in Zoom, if the host is not available.
Accepted Values:
One or more valid e-mail addresses.

Separate e-mail addresses with a semicolon (;).

Default Value:
None
Accepts Process Data Variables:
Yes

Require meeting password
Function:
Specifies whether participants must enter the meeting password to join.

The host must give the meeting link, and the meeting password to the participants. Follow the policies for your organization for storing and transferring this password.

When you select this option, the password text box shows to enter the meeting password.

To prevent uninvited participants from entering your meeting (sometimes called "Zoombombing") AgilePoint strongly recommends you configure your Zoom meeting to require a password.

Accepted Values:
A valid password.
Default Value:
None

Enable join before host
Function:
Specifies if the participants can join the meeting before the host joins.
Accepted Values:
  • Deselected - The participants can join the meeting.
  • Selected - The participants can not join the meeting.
Default Value:
Deselected

Mute participants upon entry
Function:
Specifies whether participants' microphones are muted when they join the meeting.
Accepted Values:
  • Deselected - The participants' microphones are enabled.
  • Selected - The participants' microphones are muted.
Default Value:
Deselected

Create Zoom Meeting Configuration > Response Mapping tab

Specifies to store the information about the Zoom meeting in process data variables.

Figure: Create Zoom Meeting Configuration > Response Mapping tab

Create Zoom Meeting Configuration Response Mapping tab

Fields

Field Name Definition

Zoom
Function:
Specifies the access token that connects to your Zoom service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Zoom
Function of this Screen:
Configure an access token to connect to Zoom.
Example:
Refer to:

User ID/Email Address
Function:
Specifies the user ID or e-mail address for the meeting host.

The meeting host is the user account associated with your Zoom access token..

Accepted Values:
A valid e-mail address.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Map Response to AgilePoint Schema
Function:
Maps information about the meeting from the Zoom data model to your schema.
To Open this Field:
  1. Click the Response tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None
Example:
Refer to: