Zoom

The Zoom integration allows Meshes to automatically register contacts for Zoom meetings and webinars based on events that occur in your workspace.

Once connected, Zoom becomes available as an action target in your rules. When a matching event is triggered, Meshes will add the contact as a registrant to the selected meeting or webinar.

Supported Actions

The Zoom integration supports the following actions:

• Add Meeting Registrant Registers a contact for a specific Zoom meeting.
• Add Webinar Registrant Registers a contact for a specific Zoom webinar.

Step 1: Create a Zoom Connection

To get started, you must first create a Zoom connection.

1. Navigate to your workspace and open Connections
2. Click New Connection
3. Enter a name for the connection (for example, Zoom)
4. Select Zoom as the connection type
5. Click Connect to Zoom

You will be redirected to Zoom to authorize the Meshes app. After authorization is complete, Zoom will redirect you back to Meshes and the connection will be available for use in rules.

Step 2: Create a Rule

Once the Zoom connection is created, you can define rules that determine when contacts are added to meetings or webinars.

1. Open the Rules tab for your workspace
2. Click New Rule
3. Select the Event Type that will trigger the rule (for example, Contact Created)
4. Choose the Resource Type that applies to the event
5. Select your Zoom connection
6. Choose an action:
   • Add Meeting Registrant
   • Add Webinar Registrant
7. Select the Zoom meeting or webinar to register contacts for
8. Click Create Rule

Once saved, the rule becomes active immediately.

Step 3: Send a Test Event

Meshes allows you to test rules or run one-off integrations using the Send Test Event feature.

1. Open the rule you want to test
2. Click Send Test Event
3. Provide a JSON payload that includes a valid email field
4. Click Send Event

Example payload:

{
  "email": "test@example.com",
  "first_name": "Test",
  "last_name": "User"
}

This will trigger the rule immediately and attempt to register the contact with Zoom.

Step 4: Review Event Results

After an event is processed, you can view detailed execution results.

1. Navigate to the Events tab
2. Select the event you want to review
3. View the event status and any rules that were processed

The event details page shows:

• Event status (Completed or Failed)
• Which rules were triggered
• The Zoom action performed
• Execution attempts and timestamps

This makes it easy to verify successful registrations or troubleshoot issues.

Notes

• Zoom meetings and webinars are loaded dynamically based on the connected Zoom account.
• Only events with a valid email field can be registered as Zoom participants.