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Celonis Product Documentation

Zoom (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Zoom modules in Celonis platform, you can monitor, create, update, retrieve, or delete meetings and webinars, manage meeting and webinar registrants, or manage cloud recordings, phone calls, and chats in your Zoom account.

To get started with the Zoom app, create an account at zoom.us/signup.

Note

Refer to the Zoom API documentation for the list of available endpoints.

Connect Zoom to Celonis platform

JWT App Type Deprecation

Zoom is deprecating the JWT app type and tokens. Existing connections using JWT tokens should be re-established using OAuth as soon as possible. Follow the procedures detailed in the sections below to establish a new OAuth connection and ensure your Action Flows continue to run.

Please refer to the following timeline:

June 1, 2023: New JWT app types can no longer be created.

September 1, 2023: JWT apps and their tokens will be disabled by Zoom.

For additional information, refer to the Zoom API Documentation.

To connect to the Zoom app:

  1. Log in to your Celonis platform account, add a Zoom module to your Action Flow, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook > Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials. To create these values, see the Create Custom App and Client Credentials in Zoom section.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access in the popup window.

You have successfully established the connection. You can now edit your Action Flow and add more Zoom modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Create Custom App and Client Credentials in Zoom

You can create your own application and connect it to Celonis platform using the App ID and Secret values from the application.

  1. Go to marketplace.zoom.us and log in to your account.

  2. Click Develop > Build App > OAuth > Create.

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  3. Enter your App Name, select Account-level app, choose if you would like the app published on the Zoom App Marketplace, and click Create.

  4. Enter the following details on the App credentials page and click Continue.

    Redirect URL for OAuth

    https://www.celonis.cloud/oauth/cb/zoom2

    Add Allow Lists

    https://www.celonis.cloud

  5. Enter the Basic information for the app.

    App name

    Enter the name of the app.

    Short Description

    Enter a short description of the app.

    Long Description

    Enter a long description of the app.

    Preview Content

    Add images to show the app's content. You can upload a maximum of six images. If you are uploading a video, then you can upload a maximum of five images and a video.

    Company Name

    Enter the name of the company app. This name will appear on the marketplace homepage and on the app’s detail page.

    Category

    Select up to three categories for your app.

    Industrial Vertical

    Select a vertical if your app has been built with industry vertical-specific compliance such as HIPAA, FedRAMP, or is specific to Higher Education or K-12.

    Market Segment

    Add one or more relevant market segments for your app.

    Line of Business

    Add one or more relevant lines of business for your app.

    Developer Contact Information

    Add the developer's details:

    • Name: Enter the name of the developer.

    • Email address: Enter the email address of the developer.

    Links

    Add the following links:

    • Private Policy URL: Provide a URL link to your Privacy Policy that must comply with applicable laws and regulations and that make clear how you collect, use, share, retain and otherwise process personal information.

    • Terms of use URL: Provide the URL for your app’s Terms of Use agreement.

    • Support URL: Provide a URL link to your app's support page that users can use to get direct support from your team in regards to this integration.

  6. Select desired subscriptions for the app on the Feature page and click Continue.

  7. Click Add Scopes on the Scopes page, select the desired scopes for your app, and click Continue. For example, meetings, users, etc.

    Note

    You must add scopes for users to establish the connection and keep the app private.

  8. On the left menu, click App credentials, copy the Client ID and Client secret, and store them in a safe place.

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You now have the client credentials to connect to Celonis platform.

Meeting

Triggers when a meeting event occurs.

Creates a meeting for a user.

Only 100 Create a Meeting API requests are permitted within a 24-hour window for a user.

Retrieves the details of a meeting.

Lists all meetings, optionally by category.

Updates the details of a meeting.

Ends a meeting for a user.

Removes a meeting by its ID. Occurrences of a recurring meeting can be removed by the occurrance ID.

Registers a participant for a meeting.

Lists all registrants of a meeting.

Updates registrant's status for a meeting.

Webinar

Triggers when a specified webinar event occurs.

Creates a webinar for a user.

Note

Requires a Pro or higher plan with a webinar add-on.

Retrieves the details of a webinar.

Lists all webinars of a user.

Updates the details of a webinar.

Removes a webinar for a user.

Registers a participant for a webinar.

Lists all registrants of a webinar.

Updates registrant's status for a webinar.

Registers multiple panelists for a webinar.

Lists all panelists of a webinar.

Removes a single panelist from a webinar.

Cloud Recording

Caution

Requires a Pro or higher plan and cloud recording must be enabled on the user’s account.

Triggers when a specified recording event occurs.

Searches cloud recordings from a meeting or a webinar.

Downloads a cloud recording by its URL and token.

Removes a recording from a meeting or webinar.

Phone Call

Triggers when a phone call event occurs.

Lists all phone numbers owned by the user.

Lists call logs of a user within a month.

Chat

Triggers when a specified chat channel event occurs.

Triggers when a specified chat message is sent, updated, replied, or deleted.

Sends a message to the chat channel or the contact.

User

Triggers when a user activity event (User's presence status updated) triggers

Other

Allows you to perform a custom API call.

Note

For the list of available endpoints, refer to the Zoom API Documentation.

Uninstalling the Celonis platform App From a Zoom Account

1. Log in to your Zoom account and navigate to the Zoom App Marketplace.

2. Click Manage in the top-right corner > Installed Apps.

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3. Click the Uninstall button for the Celonis platform app.

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