Overview

Zoom is a video communications platform that provides video meetings, webinars, chat, and collaboration tools for teams and organizations. Persona’s integration with Zoom helps teams create, retrieve, and update Zoom meetings from within Persona workflows—so operational follow-ups and scheduled touchpoints can happen automatically when key identity events occur.

This integration is especially helpful for Operations, Support, and Risk teams that want to reduce manual coordination and keep processes consistent when working across identity workflows and live customer interactions.

Benefits

Automated Scheduling: Create Zoom meetings directly from Persona workflow steps to streamline follow-ups and reduce back-and-forth.

Real-Time Operational Context: Pull meeting details (like join links and timing) into a workflow so teams can route next steps with the right information.

Faster Resolution: Reduce tool switching by updating meeting details from Persona when circumstances change (for example, rescheduling or changing settings).

Integration Features

Persona’s Zoom integration supports streamlined scheduling and meeting management across teams. Key capabilities include:

• Create Meeting: Automatically create a Zoom meeting for a specific Zoom user and populate details like topic, agenda, timing, and settings.
• Get Meeting: Retrieve details for an existing meeting so your workflow can reference the latest meeting information (for example, join URL and status).
• Update Meeting: Update an existing meeting’s details and settings to keep Zoom aligned with changes in your workflow.

Setting up the Zoom integration

Prerequisites

To set up the Zoom integration, ensure you have:

• Admin access to your Zoom account
• Necessary API permissions to access Zoom credentials

Setting up the Zoom credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Zoom.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal and click Continue.
4. If prompted, sign in to Zoom and approve access.
5. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Zoom integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Zoom integration and choose your Zoom credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Zoom Operations Overview

In addition to syncing field values, Persona can create meetings, retrieve meeting details, and update meeting settings using Zoom’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Zoom integration:

Create Meeting

Create a new Zoom meeting for a specific Zoom user so downstream coordination (like reviews, escalations, or customer follow-ups) can be scheduled automatically from a Persona workflow. This is useful when you want meeting creation to be driven by workflow logic—such as creating a meeting only when a case reaches a particular status or when additional verification is required.

Configuration Steps:

• Provide values for required fields:
  • User ID
• Optionally add:
  • Topic
  • Agenda
  • Start Time
  • Timezone
  • Duration (Minutes)
  • Meeting Type
  • Password (Passcode)
  • Schedule For
  • Template ID
  • Tracking Fields
  • Recurrence
  • Settings (for example, Join Before Host, Waiting Room, Alternative Hosts, Auto Recording, and other meeting controls)

Get Meeting

Retrieve details for an existing Zoom meeting so your workflow can use the latest meeting information as an input to subsequent steps. This is helpful for confirming meeting timing, pulling a join URL, or referencing meeting settings before making updates or taking additional actions.

Configuration Steps:

• Provide values for required fields:
  • Meeting ID
• Optionally add:
  • Occurrence ID (for recurring meetings)
  • Show Previous Occurrences

Update Meeting

Update an existing Zoom meeting when meeting details change after it’s been created, such as rescheduling the start time, adjusting duration, or modifying meeting settings. This helps ensure your operational process stays consistent and participants receive the correct meeting configuration as your workflow progresses.

Configuration Steps:

• Provide values for required fields:
  • Meeting ID
• Optionally add:
  • Occurrence ID (for recurring meetings)
  • Topic
  • Agenda
  • Start Time
  • Timezone
  • Duration (Minutes)
  • Meeting Type
  • Password (Passcode)
  • Schedule For
  • Template ID
  • Tracking Fields
  • Recurrence
  • Settings (for example, Join Before Host, Waiting Room, Alternative Hosts, Auto Recording, and other meeting controls)

Removing the Zoom integration

To remove the Zoom integration, log in to the Persona Dashboard, navigate to Integrations > Marketplace and click on Zoom. Under the Credentials section, click the ... > Delete. Doing so will remove the credential connecting your Zoom account to Persona.

FAQs

What Zoom identifier should I use for “User ID”?

Zoom supports using a user ID or an email address to identify the user you want to create a meeting for. If your Zoom app is user-level, you can also use me to refer to the authorized user.

Can I use the Zoom integration for recurring meetings?

Yes. When creating or updating a meeting, you can configure recurrence settings for recurring meetings (for example, daily, weekly, or monthly schedules), and you can optionally reference a specific occurrence when retrieving or updating meeting details.

What meeting details can I pull into my workflow?

When retrieving a meeting, Zoom can return key details that are commonly used in downstream workflow steps—such as the meeting’s join URL, start time, duration, timezone, and additional settings—so your workflow can route tasks and communications using up-to-date meeting context.