Zoom

Add Zoom actions to your InvGate Service Management workflows

The Zoom built-in action connector covers the meeting lifecycle as workflow steps: create a meeting, edit it, or delete it. Authentication uses Server-to-Server OAuth on the Zoom side, configured once as a Global Credential.

Why you should connect Zoom to your workflows

Interviews, kickoffs, and escalation calls all need a meeting that someone currently creates by hand and then pastes into the request. Making it a workflow step means the meeting is scheduled when the process reaches that point, the link is attached to the request, and a rescheduled or cancelled request updates its own meeting instead of leaving a dead link behind.

Benefits of integrating InvGate Service Management with Zoom

Zoom actions live in the Integrations section of the workflow editor and are available on Pro plans and above. The connector requires Server-to-Server OAuth, set up once and reused across every Zoom action in the workflow.

Meetings scheduled by the process

The workflow creates the meeting at the right stage, so nothing waits on an agent setting one up and sharing the link.

Changes that keep up

Edit and delete sit alongside create, so a rescheduled or cancelled request updates its meeting rather than leaving a stale invite.

One credential, once

Server-to-Server OAuth is configured a single time in Global Credentials and reused by every Zoom action in the workflow.