Integrate Zoom

You can integrate your organization's Zoom account with BoardEffect, so your members and staff can join meetings remotely.

Note

Your organization must have a Zoom account in order to integrate it with BoardEffect.

Prerequisites

  • You have read Key Concepts.

  • You have a Zoom account.

  • You are either the Zoom account owner, account admin, or have been assigned the Zoom for developers role.

Integrate Zoom with BoardEffect

  1. Log in to marketplace.zoom.us.
  2. From the Develop dropdown menu, select Build App.

    The What kind of app are you creating dialog box opens.

  3. Select General App and select Create.
  4. On the Basic Information page, at the top-left of the page, edit the name for the app.

  5. In the Select how the app is managed section, select Admin-managed and select Save.

    Note

    In the App Credentials section, the build flow automatically generates app credentials, Client ID and Client Secret, for your app. For more information about app credentials, go to Create an OAuth app - Step 2: Maintain basic information.

  6. In the OAuth Information section, set up OAuth for your app using the following options:

    • OAuth Redirect URL (required) Enter your development redirect URL or endpoint to set up OAuth between your app and Zoom. Replace xxxxxxx in the URL address below with your BoardEffect platform URL address. https://xxxxxxx.boardeffect.com/meetings/zoom_oauth/callback

    • Use Strict Mode for Redirect URLs (optional) Select the checkbox to allow only the redirects that exactly match the valid OAuth redirect URLs.

    • Subdomain Check (optional) Select the checkbox to only allow the redirects that exactly match the subdomain of the valid OAuth redirect URLs.

    • OAuth allow lists (required) Enter your BoardEffect platform URL address, https://xxxx.boardeffect.com/, replacing and select Add Allow List.

  7. Select Continue.

Add scopes

  1. Select the Scopes tab from the Navigation menu.

  2. In the Add Scopes section, select Add Scopes.

  3. From the Product menu, select Accounts, User, and Meetings sections.

  4. From the Select All dropdown menu, and select Select All (All) for each of these sections.

  5. Select Done.

  6. Select Continue.

Configure Zoom on BoardEffect

  1. From the BoardEffect home page, select Site Settings > Integrations > Video Conferencing and select Configure for the Zoom option.
    In the Integration Name field, Zoom is automatically entered.
  2. In Oauth Zoom Key and Oauth Zoom Secret fields, copy and paste the Client ID and Client Secret from the Zoom App Credentials section.
  3. Select the Activate this integration checkbox.
  4. Select Save.
  5. On the Zoom App Test would like permission to page, select Allow.