Zoom Integration
Connect Zoom to Supervity, authorize access, and use Zoom data and actions in operators and workflows.
This guide explains how to connect Zoom to Supervity, what data is available after connection, how operators can use Zoom data and actions within workflows, and how to remove the integration when needed.
Overview
The Supervity Zoom integration allows your workspace to securely connect Zoom as a governed platform capability.
Once connected, operators and workflows can use Zoom data and actions to automate business processes, retrieve meeting information, manage meetings and webinars, and coordinate work across systems.
With the Zoom integration, Supervity can:
- Access meeting information from your Zoom account
- Retrieve participant and attendance details
- Access meeting transcripts and recordings
- Read meeting chat messages and engagement data
- Access webinar information, polls, and Q&A data
- Retrieve user and account information
- Create, update, and delete meetings
- Create, update, and delete webinars
- Use Zoom data as context for operators
- Trigger workflows based on Zoom activity
All Zoom access is governed through Supervity's security, permissions, and audit controls.
Prerequisites
Before connecting Zoom, ensure you have:
- An active Supervity workspace
- A Zoom account (Free, Pro, Business, or Enterprise)
- Permission to authorize Zoom applications on your Zoom account
- Access to the Zoom account containing the meetings and data you want to use
Depending on your Zoom plan, some data types such as recordings, transcripts, webinar data, or participant reports may require additional Zoom licensing (Pro plan or above recommended).
Adding the Zoom Integration
Follow these steps to connect Zoom to Supervity. If you encounter any issues during setup, refer to the Troubleshooting section of this guide.
Step 1: Open Integrations
- Log in to Supervity.
- From the left navigation bar, click the Integrations icon.
This opens the Integrations page, where all available integrations are listed. Connected integrations and available integrations can both be managed from this page.
Step 2: Select Zoom
- Locate Zoom in the available integrations list.
- Click Connect.
Step 3: Authorize Access
You will be redirected to Zoom's authorization page.
Review the requested permissions and click Allow to grant Supervity access to your Zoom account.
- Supervity uses Zoom's standard OAuth 2.0 authorization flow.
- Your Zoom password is never shared with or stored by Supervity.
Step 4: Complete Connection
After authorization, you will be redirected back to Supervity.
The Zoom integration will appear as Connected on the Integrations page. Your workspace can now securely access Zoom capabilities according to the permissions granted.
Having trouble? See the Troubleshooting section for step-by-step help with common setup issues.
How Zoom Works in Supervity
After connection, Zoom becomes available as a governed platform tool.
Operators can use Zoom capabilities when planning and executing tasks, while workflows can automate actions using Zoom data.
Common use cases include:
- Retrieving meeting information
- Accessing participant attendance data
- Reading meeting transcripts
- Accessing meeting recordings and metadata
- Analyzing meeting engagement
- Generating summaries and insights
- Triggering downstream workflows
- Synchronizing Zoom information with other connected systems
Using Zoom in Operators
Connected Zoom capabilities become available to operators automatically. Operators determine when Zoom data or actions are required to complete a task and execute accordingly, while remaining governed by workspace permissions, security controls, and approval policies.
What Operators Can Do with Zoom
Operators can perform the following actions using Zoom:
- Create, update, and delete meetings and webinars
- Retrieve meeting and webinar details, schedules, and metadata
- Access past meeting information and attendance records
- View participant and engagement data from meetings
- Read meeting chat messages and conversation history
- Access meeting recordings, recording files, and transcripts
- Retrieve webinar details, polls, Q&A responses, and attendee information
- Access user and account information for reporting and coordination
- Correlate Zoom activity with CRM, support, project management, or business systems
- Generate summaries, insights, follow-up actions, and operational reports from Zoom data
- Combine Zoom data with other connected applications for end-to-end automation
Typical Operator Use Cases
| Use Case | Example |
|---|---|
| Meeting Management | Create, update, or cancel Zoom meetings automatically |
| Webinar Management | Schedule, modify, or remove webinars based on business events |
| Meeting Analysis | Process transcripts, recordings, and chat messages after meetings |
| Attendance Tracking | Collect participant and attendance information for reporting |
| Recording Processing | Retrieve recording files and transcripts for storage or analysis |
| Webinar Reporting | Analyze webinar attendees, polls, and Q&A responses |
| CRM Synchronization | Update customer records using meeting and webinar activity |
| User Reporting | Retrieve Zoom user information for operational reporting |
| Knowledge Capture | Generate summaries and store insights from meetings and webinars |
| Follow-Up Automation | Trigger notifications, tasks, or approvals after meeting completion |
Features & Prerequisites
For each Zoom capability available in Supervity, the following describes the use case and the prerequisites required before use.
Meeting Information Retrieval
Use Case: Retrieve details about scheduled, ongoing, or past meetings including title, time, host, and meeting ID. Useful for reporting, follow-up automation, and cross-system synchronization.
Prerequisites:
- Zoom account connected to Supervity
- User or Admin level Zoom account
- Meeting must exist within the connected Zoom account
Participant & Attendance Data
Use Case: Access participant lists and attendance records for completed meetings. Useful for compliance tracking, follow-up communications, and HR or training reporting.
Prerequisites:
- Zoom account connected to Supervity
- Completed meeting with participants
- Zoom Business plan or above recommended for full participant reports
Meeting Transcripts
Use Case: Retrieve auto-generated transcripts from completed Zoom meetings to generate summaries, extract action items, or provide insights to downstream systems.
Prerequisites:
- Zoom account connected to Supervity
- Cloud recording with audio transcription enabled on your Zoom account
- Zoom Pro, Business, or Enterprise plan (transcription is not available on free plans)
- Meeting must have been recorded to the cloud with audio transcript enabled
Meeting Recordings
Use Case: Access cloud recording files and metadata from past meetings for storage, analysis, archiving, or downstream processing in connected systems.
Prerequisites:
- Zoom account connected to Supervity
- Cloud recording enabled on your Zoom plan
- Zoom Pro plan or above
- Recording must exist in the connected Zoom account's cloud storage
Meeting Chat Messages
Use Case: Read in-meeting chat messages to capture discussions, shared links, or action points exchanged during a meeting.
Prerequisites:
- Zoom account connected to Supervity
- In-meeting chat enabled on your Zoom account settings
- Chat data is only available for meetings hosted within the connected Zoom account
Webinar Data
Use Case: Access webinar details, attendee lists, poll responses, and Q&A data for reporting, follow-up automation, or CRM synchronization.
Prerequisites:
- Zoom account connected to Supervity
- Zoom Webinar add-on enabled on your Zoom account
- Webinar must have been hosted within the connected Zoom account
Create, Update & Delete Meetings
Use Case: Automate the creation, modification, or cancellation of Zoom meetings as part of business workflows — for example, automatically scheduling a meeting after a CRM event or form submission.
Prerequisites:
- Zoom account connected to Supervity
- Host-level permissions on the connected Zoom account
- Zoom account in good standing
Create, Update & Delete Webinars
Use Case: Programmatically manage webinars as part of event or marketing workflows — for example, auto-creating a webinar when a campaign is launched in a connected system.
Prerequisites:
- Zoom account connected to Supervity
- Zoom Webinar add-on enabled
- Host-level permissions on the connected Zoom account
User & Account Information
Use Case: Retrieve Zoom user profiles and account-level data for operational reporting, access management, or cross-system synchronization.
Prerequisites:
- Zoom account connected to Supervity
- Admin-level permissions may be required for account-wide user reporting
Permissions Requested
Supervity only requests the permissions required for enabled Zoom capabilities.
Depending on the features used in your workspace, permissions may include:
| Permission Type | Purpose |
|---|---|
| User Information | Associate Zoom data with authorized accounts |
| Meeting Data | Retrieve meeting details and metadata |
| Participant Data | Access attendance and participant information |
| Meeting Chat Data | Read meeting conversations where permitted |
| Recordings | Access recording metadata and files where available |
| Transcripts | Retrieve meeting transcripts for analysis |
| Webinar Data | Access webinar information when enabled |
Supervity follows least-privilege principles and only accesses data necessary to provide requested functionality.
Authentication & Security
The Zoom integration uses OAuth 2.0 authentication.
Security controls include:
- Encrypted credential storage (AES-256)
- Least-privilege access scopes
- Token refresh and rotation support
- Immediate revocation capabilities
- Workspace-level governance controls
- Complete audit logging
- TLS 1.3 for all API and UI connections
All Zoom access remains subject to Supervity security policies and role-based permissions.
Managing the Integration
View Connection Status
From the left navigation bar, click the Integrations icon.
For Zoom you can view:
- Connection status
- Granted permissions
- Last usage information
- Associated workflows and operators
Reconnect Zoom
If Zoom authorization expires:
- Open the Integrations page from the left navigation bar.
- Select Zoom.
- Click Reconnect.
- Complete authorization again.
Existing workflows and operators do not need to be recreated.
Removing the Zoom Integration
You can remove the Zoom connection from your Supervity workspace at any time directly from within the Supervity platform.
Steps to Remove
- Log in to Supervity.
- From the left navigation bar, click the Integrations icon.
- Locate and select Zoom from the integrations list.
- Click Disconnect.
- Confirm the action when prompted.
Implications of Removal
Once removed:
- Supervity immediately loses all access to your Zoom account and associated data
- No new Zoom data will be read or processed after removal
- All active Zoom connections within your Supervity workspace are terminated
- Scheduled or active workflows that depend on Zoom will stop executing
- Zoom-dependent workflow steps will fail safely with clear error messages
- Existing workflow definitions within Supervity are not deleted — only the Zoom connection is terminated
- Historical execution logs remain available for auditing purposes
Disconnecting Zoom does not delete workflow definitions, operators, or previously generated outputs.
How Your Data Is Handled After Removal
Data Handling on Removal:
- Supervity immediately loses access to your Zoom account upon removal
- No new Zoom data will be collected or processed after disconnection
- Temporary files processed during workflow execution are deleted after execution completes
- Zoom access tokens and all account-related data are permanently deleted from Supervity's platform within 15 minutes of disconnection — no background access continues after removal
Deauthorization Handling
When you disconnect Zoom from Supervity, Supervity:
- Revokes and permanently deletes all stored access tokens and account-related data for your Zoom account within 15 minutes
- Terminates all active Zoom connections associated with your workspace
- Stops all scheduled or active workflows that depend on Zoom access
- Logs the disconnection event for audit and compliance purposes
Auditing & Observability
All Zoom activity performed through Supervity is logged.
Audit records include:
- Which operator requested access
- Which workflow executed the action
- Timestamp of execution
- Success or failure status
- Relevant inputs and outputs (redacted when sensitive)
This supports compliance, troubleshooting, governance, and operational visibility.
Troubleshooting
If you encounter issues at any stage, refer to the steps below. For issues not covered here, contact the Supervity support team.
Authorization Failed During Setup
Likely Cause: Incorrect Zoom account used, or insufficient permissions to authorize applications.
Resolution:
- Ensure you are signed in to the correct Zoom account.
- Confirm you have permission to authorize third-party applications on your Zoom account.
- Return to Supervity → Integrations → Zoom and click Connect to retry.
- If the issue persists, contact your Zoom account administrator.
Zoom Shows Connected but Data Is Missing
Likely Cause: Required permissions were not granted during authorization, or your Zoom plan does not support the requested feature.
Resolution:
- Verify that all required permissions were accepted during the OAuth authorization step.
- Confirm that the data you are requesting exists in your Zoom account.
- Check that your Zoom plan supports the feature (e.g., transcripts require a paid plan with cloud recording enabled).
- Reconnect the integration via Integrations → Zoom → Reconnect to refresh permissions.
Connection Expired or Token Invalid
Likely Cause: OAuth tokens may expire or be revoked by Zoom.
Resolution:
- Go to Integrations → Zoom → Reconnect.
- Complete the Zoom authorization flow again.
- Existing workflows do not need to be reconfigured after reconnection.
Workflow Cannot Access Zoom
Likely Cause: Zoom may have been disconnected, or workspace governance policies may restrict access.
Resolution:
- Confirm Zoom is still connected under the Integrations page.
- Verify the workflow has permission to use Zoom within your workspace governance settings.
- Check that workspace policies allow Zoom execution for the relevant operators or workflows.
Recordings or Transcripts Not Available
Likely Cause: Cloud recording or transcription may not be enabled on your Zoom account, or the meeting was not recorded.
Resolution:
- Confirm cloud recording is enabled in your Zoom account settings.
- Confirm audio transcription is enabled under your Zoom recording settings.
- Verify the meeting was recorded to the cloud (not locally).
- Check that your Zoom plan supports cloud recording and transcription (Pro plan or above).
Scheduling or Creating Meetings Fails
Likely Cause: Insufficient Zoom account permissions or invalid meeting parameters.
Resolution:
- Verify you have host-level permissions on the connected Zoom account.
- Check that your Zoom account is in good standing.
- Review workflow inputs for any invalid meeting parameters (e.g., incorrect time format).
- Reconnect the integration if permissions may have changed.
Accessing Recordings Fails
Likely Cause: The recording may not exist, may have been deleted, or cloud recording may be disabled.
Resolution:
- Confirm the meeting was recorded to the cloud.
- Check that cloud recording storage has not reached its limit on your Zoom plan.
- Verify the recording has not been deleted from Zoom cloud storage.
- Ensure cloud recording is enabled in your Zoom account settings.
Frequently Asked Questions
Q: Is my Zoom password shared with or stored by Supervity?
No. Supervity uses Zoom's standard OAuth 2.0 authorization flow. Your Zoom password is never shared with or stored by Supervity. Only scoped access tokens are stored, and these are encrypted at rest using AES-256.
Q: What Zoom plan do I need to use all features?
Basic meeting retrieval and scheduling works with most Zoom plans. Features such as cloud recordings, transcripts, and webinar data require a Zoom Pro plan or above, with the relevant features enabled in your Zoom account settings.
Q: Will I need to reconfigure my workflows after reconnecting Zoom?
No. If you reconnect Zoom due to token expiry or permission changes, existing workflow definitions and operators do not need to be recreated or reconfigured.
Q: What happens to my workflows if I disconnect or remove Zoom?
Workflow definitions are not deleted when Zoom is disconnected or removed. However, any workflow steps that depend on Zoom will fail safely with clear error messages until Zoom is reconnected.
Q: How do I authorize the Supervity Zoom integration?
Log in to Supervity at Supervity, navigate to the Integrations page from the left navigation bar, locate Zoom, and click Connect. You will be redirected to Zoom's authorization page where you can review and approve the requested permissions. After authorization, you will be redirected back to Supervity automatically. See the Adding the Zoom Integration section above for full step-by-step instructions.
Q: Can I limit which Zoom data Supervity can access?
Supervity requests only the permissions required for enabled capabilities, following least-privilege principles. You can review all requested scopes during the OAuth authorization step before approving.
Q: Who do I contact if I have an issue with the integration?
Contact the Supervity support team. See the Support section below for full contact details, support hours, and SLA information.
Support
If you need assistance with the Zoom integration, visit the Support page.
Support Hours
- Monday to Friday, 9:00 AM – 6:00 PM IST
- Requests submitted outside business hours will be addressed on the next business day
First Response SLA
- All support requests receive an initial response within 24 business hours
Contact Information
| Contact Type | Details |
|---|---|
| Support | Support & Contact |
| Sales Inquiries | sales@supervity.ai |
| Contact Form | https://www.supervity.ai/contact-us |
| Website | https://www.supervity.ai |
| Privacy Policy | https://supervity.ai/privacy-policy |
| Terms of Service | https://www.supervity.ai/terms-of-service |
| Acceptable Use Policy | https://supervity.ai/acceptable-use-policy |
When Contacting Support, Please Provide
- Workspace name
- Zoom account used for authorization
- Relevant workflow or operator information
- Error messages or screenshots when available
This helps the support team investigate and resolve issues more quickly.