Connect Zoom with Hookshot^™ and your stack

Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools

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Tools and triggers

What Agents can do in Zoom

Available tools and events after Zoom is connected.

Add a Meeting Registrant

Registers a participant for a Zoom meeting by providing their name, email, and optional details. IMPORTANT: Requires a paid/licensed Zoom account and registration must be enabled on the meeting. Returns the…
Add a Webinar Registrant

Registers a participant for a Zoom webinar by providing their name, email, and optional details. IMPORTANT: Requires a Zoom account with Webinar add-on and registration must be enabled on the webinar. Returns the…
Add Project Collaborators

Adds collaborators to a Zoom whiteboard project. Project owners or admins can invite team members or external users with specific roles (owner, editor, or viewer). Returns a success message on completion.
Add Whiteboard Collaborator

Adds one or more collaborators to a whiteboard. Use this action when you need to invite users or team chat channels to collaborate on a specific whiteboard. Supports individual user invites (via email) and team chat…
Apply Classification to Whiteboard

Applies or updates a classification label on a whiteboard. Use this action when you need to assign or change a security classification label on an existing whiteboard. Each whiteboard can only have one classification…
Bulk Import ZRA CRM Leads

Tool to bulk import CRM leads into Zoom Revenue Accelerator (ZRA). Use when you need to import or update multiple leads asynchronously. Supports up to 2000 leads per request and returns a task_id to track import…
Create a Meeting

Enable Zoom meeting creation via user-level apps with "me". "Start_url" for hosts expires in 2 hours, or 90 days for "custCreate" users. Renew via API, capped at 100 requests/day. Requires "meeting:write" permission…
Create a Whiteboard

Creates a new whiteboard for the authenticated user. Use when you need to create a blank whiteboard that can be shared and collaborated on with others. The whiteboard will be associated with the user making the API…
Create Whiteboard Export

Creates an export task to generate PDF exports and audit logs for specified whiteboards. The exported content is bundled into a ZIP file containing the whiteboard PDFs and audit logs. Use when you need to export one or…
Create Whiteboard Project

Creates a new whiteboard project in Zoom. Use when you need to organize and group whiteboards together, optionally adding collaborators and initializing the project with existing whiteboards.
Create ZRA Conversation

Tool to create a new conversation in Zoom Revenue Accelerator (ZRA). Use when uploading meeting recordings or phone calls for AI-powered analytics, including transcription, sentiment analysis, and engagement scoring.
Create ZRA Conversation Comment

Tool to create a comment on a Zoom Revenue Accelerator conversation. Use when you need to add comments, replies, or annotations to ZRA conversation recordings or transcripts.
Create ZRA CRM Accounts

Tool to create or update CRM accounts in Zoom Revenue Accelerator (ZRA). Use when you need to sync CRM account data to Zoom IQ. Supports up to 2000 accounts per request and returns an async task ID for polling status.
Create ZRA CRM Contacts

Tool to bulk import or delete CRM contacts in Zoom Revenue Accelerator. Use when syncing contacts from external CRM systems. Accepts up to 2,000 contacts per request and returns a task ID for async status tracking.
Create ZRA CRM Deals

Tool to bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA). Use when you need to synchronize deals from an external CRM to Zoom's ZRA system. Supports up to 2000 deals per request and processes…
Create ZRA CRM Settings

Tool to register a new CRM API integration for Zoom Revenue Accelerator (ZRA). Use when you need to configure CRM settings including type, name, currency, deal stages, and URL patterns for accessing CRM records.
Create ZRA User Conversation

Tool to create a new conversation in Zoom Revenue Accelerator for a specific user. Use when you need to initiate a ZRA conversation entry with topic and start time.
Delete a Meeting

Delete or cancel a scheduled Zoom meeting by its meeting ID. For recurring meetings, can delete all occurrences or a specific occurrence. Optionally notify the host, alternative hosts, and registrants about the…
Delete Meeting Recordings

Deletes cloud recordings for a specified meeting or webinar. Choose to either move recordings to the trash (recoverable) or permanently delete them (irreversible).
Delete Recording File

Deletes a specific cloud recording file from a meeting or webinar. This action is irreversible when using the 'delete' action - the file cannot be recovered once permanently removed. Use this action when you need to…
Delete Whiteboard

Deletes a whiteboard by its unique identifier. Use when you need to permanently remove a specific whiteboard from Zoom. This action is irreversible — once deleted, the whiteboard cannot be recovered. Requires the user…
Delete Whiteboard Collaborator

Removes a collaborator from a whiteboard. Use this action when you need to revoke a user's access to a specific whiteboard by removing them as a collaborator. This action is irreversible for the collaborator's access —…
Delete Whiteboard Project

Deletes a whiteboard project by its ID. Deleting a project removes all associated whiteboards from the project. Use when you need to permanently remove a whiteboard project and all its contents from Zoom. This action…
Delete ZRA Conversation

Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID. Use when you need to remove a conversation from the Revenue Accelerator system. This is an undocumented endpoint that returns HTTP 200 on success.
Delete ZRA Conversation Comment

Tool to delete a comment from a Zoom Revenue Accelerator conversation. Use when you need to remove a specific comment from a ZRA conversation.
Delete ZRA CRM Settings

Deletes CRM settings for Zoom Revenue Accelerator (ZRA). Use when you need to remove CRM configuration from the account.
Delete ZRA Deal Activities

Tool to delete activities from a Zoom Revenue Accelerator (ZRA) deal. Use when you need to remove one or more activities associated with a specific deal by providing the deal ID and comma-separated activity IDs.
Download Imported Whiteboard File

Download an imported file from a Zoom whiteboard. Supports images, PDFs, DOCX, and other supported whiteboard file formats.
Download Whiteboard Export

Downloads the exported whiteboard content as a ZIP file for a completed export task. Use the task ID from the Create whiteboard export API to download the completed export.
Download Whiteboard Session Activity

Downloads the activity archive file for a whiteboard archiving session. This action retrieves the PDF file containing whiteboard session activity data based on the provided file path. Use when you need to retrieve the…
Get a Meeting

Retrieves all details about a specific Zoom meeting using its meeting ID. Returns meeting topic, start time, duration, join URL, host info, password, and settings. For recurring meetings, can optionally show all…
Get a Meeting Summary (Paid Accounts Only)

REQUIRES PAID ZOOM ACCOUNT (Pro or higher). Retrieves an AI-generated summary of the specified meeting. This feature is NOT available for free Zoom accounts - attempting to use it with a free account will result in an…
Get a User

Fetches comprehensive information about a Zoom user including their type (Basic/Licensed), role name, department, email, timezone, and other profile details. Use 'me' to get the authenticated user's information.
Get a Webinar

Retrieve details for a specific Zoom webinar. You can obtain information such as its occurrence ids and previous occurrences.
Get a Whiteboard

Retrieves detailed information about a specific Zoom Whiteboard by its ID. Returns whiteboard metadata including name, timestamps, share settings, and classification information.
Get a Whiteboard Session

Retrieves detailed information about a specific whiteboard session by its session ID. Returns session metadata including start/end times, whiteboard info, and a list of activities performed during the session. Use this…
Get Daily Usage Report

This action retrieves daily usage details for Zoom services. It includes information on new users, meetings, and participant counts for a specific month and year.
Get IQ Conversation Content Analysis

Tool to retrieve content analysis for a Zoom IQ conversation by its ID. Use when you need to get AI-generated insights and analysis from a Revenue Accelerator conversation. Returns structured analysis data including…
Get IQ Deal

Tool to get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ). Returns deal information for the specified deal ID including name, amount, stage, owner, and dates.
Get Marketplace User Apps

Retrieves a paginated list of Zoom Marketplace apps installed for a specific user. Returns app details including app ID, name, type, and installation status. Use when you need to check which marketplace apps a user has…
Get Marketplace User Entitlements

Fetches marketplace entitlements for a Zoom user including active subscriptions and permissions. Use 'me' to get the authenticated user's entitlements.
Get Meeting Recordings

This action retrieves cloud recordings for a specific meeting using its ID. It also allows including fields related to the download access token for those recordings.
Get Past Meeting Participants

Retrieves participants who attended a completed Zoom meeting. Returns participant names, join/leave times, and attendance details. Requires a paid Zoom account and only works for meetings that have already ended with…
Get User Settings

Tool to retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences. Use when you need to check or display a user's Zoom…
Get Whiteboard Export Status

Retrieves the status of a whiteboard export task by its task ID. This action queries the current state of an export request initiated via the create whiteboard export action. Use this action when you need to check…
Get Whiteboard Project

Retrieves detailed information about a specific whiteboard project by its ID. Returns project metadata including name, description, owner, sharing settings, and timestamps. Use this action when you need to view details…
Get ZRA Conversation Comments

Tool to retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation. Use when you need to access user comments, replies, and annotations associated with a conversation recording or transcript.
Get ZRA Conversation Interactions

Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation. Returns interaction data including speakers, timestamps, content, and metadata for conversation analysis. Use when you need…
Get ZRA Conversation Scorecards

Tool to retrieve scorecards for a specific conversation in Zoom Revenue Accelerator. Use when you need to get scorecard data and performance metrics for a particular conversation.
Get ZRA Deal Activities

Tool to retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal. Use when you need to list all activities for a specific deal in ZRA.
Import Whiteboard

Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files). The import is processed asynchronously and returns a task_id for tracking progress. Use this task_id to poll for import…
List All Recordings

This action retrieves a list of cloud recordings for a specified user. It allows for pagination and includes options for filtering recordings from the trash or a specific date range.
List Archived Files

List Archived Files retrieves archived meeting and webinar files for compliance and record-keeping. Note: Requires the 'Meeting and Webinar Archiving' feature enabled on your Zoom account (contact Zoom Support to…
List Devices

Lists devices in your Zoom account managed through Zoom Device Management (ZDM). You can filter devices by name, serial number, operating system, device type, vendor, model, enrollment status, and online status.
List Marketplace App Custom Fields

Tool to retrieve custom fields configured for a Zoom Marketplace app. Use when you need to list all custom fields available for the marketplace app.
List Meeting Summary Templates

Retrieves all available meeting summary templates for the specified user. Meeting summary templates allow users to customize how their meeting summaries are structured and formatted. Use 'me' to get templates for the…
List Meetings

Retrieves a list of meetings for the specified user, allowing filtering based on meeting type, date range, and pagination options. Useful for managing and displaying user meetings.
List Past Meeting Instances

Tool to retrieve all UUIDs for past instances of a given meeting. Use when you need to get the list of all occurrences (instances) of a recurring meeting that have already ended. Each instance has a unique UUID that…
List Project Collaborators

Lists all collaborators for a whiteboard project, including their roles and permissions. Use this action when you need to view who has access to a whiteboard project and what permission level each collaborator has…
List User Collaboration Devices

Retrieves a list of collaboration devices associated with a Zoom user. Use 'me' to get the authenticated user's devices, or provide a specific user ID or email address.
List Webinar Participants

This action retrieves a list of participants who attended a past webinar. It is useful for understanding attendee engagement and follow-up opportunities.
List Webinar Registrants

Retrieves the list of registrants for a webinar with registration enabled. This endpoint returns registrants (people who registered for the webinar), not participants (people who attended). Use this action when you…
List Webinars

Lists all scheduled and upcoming webinars for a specific user. This includes both past and live sessions based on the user's ID or email.
List Whiteboard Projects

Lists all whiteboard projects that you have access to, with options to filter by owner or search by name. Returns project details including ID, name, and timestamps.
List Whiteboards

Lists all whiteboards accessible to the user. Returns whiteboard metadata including ID, name, owner, and timestamps. Use this action when you need to retrieve whiteboards with optional filtering by owner, date range…
List ZRA Conversations

Tool to list all conversations in Zoom Revenue Accelerator. Use when you need to retrieve analytics data from Revenue Accelerator conversations, including engagement scores, sentiment analysis, and meeting metrics.
List ZRA CRM Accounts

Lists CRM accounts from Zoom Revenue Accelerator by account IDs. Use when you need to retrieve CRM account information for specific account identifiers (up to 100 IDs).
List ZRA CRM Contacts

Tool to retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed contact information for specific CRM contacts. Supports up to 100 contact IDs per request.
List ZRA CRM Deals

Tool to retrieve CRM deal information from Zoom Revenue Accelerator (ZRA). Use when you need to fetch detailed deal information for specific CRM deals. Supports up to 100 deal IDs per request.
List ZRA CRM Leads

Tool to retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed lead information for specific CRM leads. Supports up to 100 lead IDs per request.
List ZRA CRM Settings

Tool to retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA). Use when you need to view the configured CRM settings including type, name, currency, deal stages, and URL patterns.
List ZRA Deals

Tool to list deals from Zoom Revenue Accelerator (ZRA). Returns deal information including name, amount, stage, and owner details. Use when you need to retrieve CRM deal data from Zoom ZRA.
List ZRA Scheduled Items

Tool to list scheduled Zoom Revenue Accelerator (ZRA) items. Use when you need to retrieve scheduled ZRA-related data. Returns an empty list when no scheduled items are available for the authenticated account.
List ZRA Settings Indicators

Tool to retrieve account indicator settings for Zoom Revenue Accelerator (ZRA). Use when you need to view configured indicators that identify specific words, phrases, or sentences in conversations.
List ZRA User Conversation Playlists

Tool to list conversation playlists for a specific user in Zoom Revenue Accelerator. Use when you need to retrieve playlists containing conversation clips for coaching or sharing purposes.
Move Whiteboards to Project

Moves one or more whiteboards to a specified Zoom Whiteboard project. Use when you need to organize whiteboards by assigning them to a specific project for better management and access control. The maximum number of…
Remove Project Collaborator

Removes a collaborator from a whiteboard project. Use this action when you need to revoke a user's access to a specific whiteboard project. This action is irreversible — once a collaborator is removed, they will no…
Remove Whiteboard Classification

Removes the classification label from a whiteboard. Use this action when you need to unassign or clear a security classification label from an existing whiteboard. Not supported in Gov cluster. Each whiteboard can only…
Remove Whiteboards From Project

Removes one or more whiteboards from a specified Zoom Whiteboard project. This action is irreversible — once whiteboards are removed from a project, they cannot be automatically restored to that project. Use when you…
Search Company Contacts

Tool to search company contacts in Zoom by first name, last name, or email. Use when you need to find specific contacts within the organization. Supports pagination for large result sets and optionally includes…
Update a Meeting

To update a meeting via API, ensure `start_time` is future-dated; `recurrence` is needed. Limit: 100 requests/day, 100 updates/meeting in 24 hrs. Requires `meeting:write` and `meeting:write:admin` scopes, with a…
Update a Whiteboard Project

Updates the name of an existing whiteboard project in Zoom. This action allows you to rename a project to better reflect its content or purpose. The project_id is required to identify which project to update. This…
Update Classification Label

Updates an existing classification label in Zoom Whiteboard. Use this action when you need to modify the name, color, sensitivity level, description, guideline URL, or default status of an existing classification…
Update Project Collaborators

Updates collaborator permissions for a whiteboard project. Use this action when you need to change the permission level of one or more collaborators on a whiteboard project. This allows reassigning roles such as…
Update Whiteboard Collaborator

Updates collaborator settings for a whiteboard. Changes the permission role for one or more collaborators on the whiteboard. Use this action when you need to modify what access levels collaborators have, such as…
Update Whiteboard Share Settings

Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard. Use this action when you need to change the share permissions, visibility scope, or access role for a specific…
Update ZRA Conversation Comment

Tool to update a comment in a Zoom Revenue Accelerator conversation. Use when you need to modify the text, mentions, or timestamp of an existing comment.
Update ZRA Conversation Host

Tool to update the host of a Zoom Revenue Accelerator (ZRA) conversation. Use when you need to transfer conversation ownership to a different user.
Upload Whiteboard File

Uploads a file to be used in Zoom Whiteboard. Supports PDF and Visio (.vsdx) file formats. Use when you need to import external documents into Zoom Whiteboard for collaboration and editing. The file upload uses a…
Validate Marketplace App Manifest

Tool to validate a Zoom Marketplace app manifest before submission or update. Use when you need to verify that an app manifest configuration is valid and meets Zoom's requirements.

Setup

Connect Zoom in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.

Add a Meeting Registrant

Add a Webinar Registrant

Add Project Collaborators

Add Whiteboard Collaborator

Apply Classification to Whiteboard

Bulk Import ZRA CRM Leads

Create a Meeting

Create a Whiteboard

Create Whiteboard Export

Create Whiteboard Project

Create ZRA Conversation

Create ZRA Conversation Comment

Create ZRA CRM Accounts

Create ZRA CRM Contacts

Create ZRA CRM Deals

Create ZRA CRM Settings

Create ZRA User Conversation

Delete a Meeting

Delete Meeting Recordings

Delete Recording File

Delete Whiteboard

Delete Whiteboard Collaborator

Delete Whiteboard Project

Delete ZRA Conversation

Delete ZRA Conversation Comment

Delete ZRA CRM Settings

Delete ZRA Deal Activities

Download Imported Whiteboard File

Download Whiteboard Export

Download Whiteboard Session Activity

Get a Meeting

Get a Meeting Summary (Paid Accounts Only)

Get a User

Get a Webinar

Get a Whiteboard

Get a Whiteboard Session

Get Daily Usage Report

Get IQ Conversation Content Analysis

Get IQ Deal

Get Marketplace User Apps

Get Marketplace User Entitlements

Get Meeting Recordings

Get Past Meeting Participants

Get User Settings

Get Whiteboard Export Status

Get Whiteboard Project

Get ZRA Conversation Comments

Get ZRA Conversation Interactions

Get ZRA Conversation Scorecards

Get ZRA Deal Activities

Import Whiteboard

List All Recordings

List Archived Files

List Devices

List Marketplace App Custom Fields

List Meeting Summary Templates

List Meetings

List Past Meeting Instances

List Project Collaborators

List User Collaboration Devices

List Webinar Participants

List Webinar Registrants

List Webinars

List Whiteboard Projects

List Whiteboards

List ZRA Conversations

List ZRA CRM Accounts

List ZRA CRM Contacts

List ZRA CRM Deals

List ZRA CRM Leads

List ZRA CRM Settings

List ZRA Deals

List ZRA Scheduled Items

List ZRA Settings Indicators

List ZRA User Conversation Playlists

Move Whiteboards to Project

Remove Project Collaborator

Remove Whiteboard Classification

Remove Whiteboards From Project

Search Company Contacts

See Hookshot^™ in your stack.