Zoom Integration
Last updated August 3, 2026
Overview
This section provides instructions on how users can integrate, use, and remove Zoom functionality on their company site created via Upward. The integration allows users to connect their Zoom accounts to enable seamless virtual meeting scheduling and management.
1. Adding Zoom Integration
Follow these quick steps to connect your Zoom account with Upward:
Step 1: Access the Calendar System
Log in to your company’s custom subdomain portal.
Navigate to the Calendar System page inside your workspace.
Step 2: Select Your Recap Preferences
Click on either the Settings or Integrations tab on your dashboard.
Find the Zoom Integration module.
Recap Toggle Control: If you are on a premium tier and wish to capture AI notes and recordings, toggle "Enable Recap" to ON. If you only want simple calendar scheduling, keep this toggle OFF.
Click the blue Connect Zoom button.
Step 3: Authenticate with Zoom
A secure popup window will open redirecting you to Zoom's authorization page.
Log in using your preferred credentials.
Review the permissions request screen (the list of requested permissions will match your "Enable Recap" toggle preference). Click Authorize.
Step 4: Confirmation
Upon successful authorization, the popup will close automatically, returning you to your dashboard with a "Connected" confirmation message.
2. Using Zoom Integration
Creating Virtual Events
Navigate to your Calendar System and click Create Event.
Choose Virtual (Zoom Meeting) as your target provider type.
Enter standard details (Title, Date, Time, Duration) and click save. Upward automatically coordinates with the Zoom API to generate your meeting join URLs.
Reviewing AI Recaps, Transcripts, and Videos (Premium Only)
Once a scheduled Zoom meeting has ended, Zoom will automatically compile the meeting summary, text transcripts, and MP4 video recordings in the background.
Within minutes, Upward will retrieve this processed bundle. Navigate to your dashboard's Past Meetings section to read your formatted AI notes, playback the recording, or search the transcript text.
3. Removing Zoom Integration
You can disconnect your Zoom account from Upward at any time:
Step 1: Navigate to your Integrations tab in the Upward dashboard.
Step 2: Locate Zoom and click Disconnect. This instantly clears your secure tokens from our system.
Step 3: Log in to the Zoom App Marketplace, navigate to Manage -> Added Apps, and click Remove next to Upward to complete deauthorization.
FAQs & Troubleshooting
Q: Why is my meeting summary or video recording not appearing in past meetings?
A: This feature requires cloud recording to be active on your Zoom account. Please log in to your Zoom profile settings, navigate to the "Recording" tab, and verify that "Cloud Recording" and "Audio Transcript" are toggled ON.
Q: Can multiple users share a single Zoom integration?
A: No, only one unique Zoom account can be integrated per member profile to maintain host-attendee security.
Technical Notes
Authorized Zoom API Endpoints:
/users/me (GET) - Fetch creator details
/users/{userId}/meetings (POST) - Create virtual meetings
/meetings/{meetingId}/recordings (GET) - Pull VTT transcripts and MP4 assets
Required Scopes: meeting:write:meeting:admin, user:read:user:admin, meeting:read:summary:admin, cloud_recording:read:list_user_recordings:admin, cloud_recording:read:recording:admin.