Action Zoom Integration

This guide walks you through adding a Zoom action to a Zaplane workflow, so that whenever your trigger runs, Zaplane can automatically create a new meeting. Zoom uses OAuth app credentials instead of a one-click login, so this guide also covers creating a Zoom app and connecting it. Make sure your workflow already has a trigger set up before starting these steps.

Step 1: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a Zoom action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box, then choose Apps.
Search for and select your trigger app — in this example, we are using aBlocks Contact Form.
Choose the Trigger Type that matches the event you want to watch for, then click Continue.
On the Configure tab, set up any required options, then click Continue.
On the Test tab, click Test Trigger to confirm it is working correctly, then click Save.

Once your trigger is saved, proceed to the next step to add the Zoom action.

Step 2: Create a Zoom App

Log in Zoom Marketplace and click Developer link

From the top-right Develop dropdown, choose to build a new app.

Develop dropdown, choose to build a new app.

In the “What kind of app are you creating” popup, select General App, then click Create.

On the app’s Basic Information page, copy the Client ID and Client Secret.
Scroll down to OAuth Information and paste your redirect URL into the OAuth Redirect URL field:

https://yourdomain.com/wp-json/zaplane/v1/connections/oauth/callback

(Replace “yourdomain.com” with your own site’s domain.)

Click Continue to save the app settings.

Step 3: Create a Connection in Zaplane

From the left-hand menu, click Zaplane, then click Connections.
On the Connections page, click the Create credential button in the top-right corner.

From the Select an app panel, search for and click Zoom.

Paste the Client ID and Client Secret you copied in Step 1, then click Save Connection.

Once saved, the Zoom connection appears in your Connections list, ready to be used inside any workflow.

Step 4: Add an Action

On your workflow canvas, click the + icon next to your trigger to open the Add Action panel.

Step 5: Select the App

Click Apps to browse available apps, then search for and select Zoom from the list.

Step 6: Choose the Action Type

Select Create Meeting as the Action Type. Under Select Connection, if you don’t already have a Zoom connection, click Create New Connection.

Step 7: Configure the Action

Back on the Configure tab, fill in the Meeting Topic and Start Time (both required), then set the Duration (minutes), Timezone, Agenda, Passcode, and Waiting Room as needed. Click Continue when done.

Step 8: Test the Action

On the Test tab, click Test Action to run the action with sample data and confirm it works as expected. Once the test succeeds, click Save.

Step 9: Update and Activate the Workflow

Back on the workflow canvas, click Update to save your changes, and make sure the workflow status is set to Active. You can view execution results anytime from the Logs.

Done!

Your Zaplane workflow is now connected to Zoom. Every time the trigger runs, a new meeting will be automatically created.