Integrating Zoom

Capabilities

DataGrail's Zoom integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Zoom User Role: Admin

Create an OAuth Zoom Application

1. Log in to the Zoom Marketplace.
2. Select Develop and Build Legacy App in the top menu.
3. Create an OAuth Application.
4. Enter an App Name and select Account-level app. Do not publish this app on the Zoom Marketplace.
5. Select Create and copy the Client ID and Client Secret. Store these credentials in a secure, temporary location.
6. Set the Redirect URL for OAuth to https://datagrail.io/oauth/zoom
7. Add https://datagrail.io/oauth/zoom to the Allow List.
8. Select Continue.
9. Enter an App Name, Short Description, Long Description, and Developer Contact Information.
10. Select Continue.
11. Skip Add feature page – select Continue.
12. Add the required scopes for the DataGrail integration:

Required OAuth Scopes

• user:read:user:admin
• user:read:settings:admin
• group:read:group:admin
• meeting:read:list_meetings:admin
• webinar:read:list_webinars:admin
• cloud_recording:read:list_user_recordings:admin
• phone:read:user:admin
• phone:read:user_setting:admin
• phone:read:list_recordings:admin
• phone:read:list_voicemails:admin
• phone:read:list_call_logs:admin

13. Select Continue and then Manage. Confirm your app shows a Ready to Install status.

Connect to DataGrail

1. Navigate back to DataGrail.
2. Enter the Client ID and Client Secret.
3. Under OAuth Scopes, select Granular Scopes for all newly created Zoom OAuth Applications. For apps created before March 21, 2024, select Classic Scopes.
4. Select Configure Integration and then select Allow when redirected.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Zoom integration uses the Zoom User API:

Access Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.