Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Zoom to Sana to create and manage meetings, read transcripts, view recordings, manage webinars, send chat messages, and handle users. Summarize previous discussions and follow up on action items so nothing gets lost.

In summary, the connector has the following key characteristics:

Category: Communication
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Find meetings

Create meetings

Update meetings

Read transcripts

Summarize meetings

List recordings

Manage webinars

Send chat messages

Manage users

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Zoom. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add meeting registrant

Add webinar registrant

Create meeting

Create user

Delete meeting

Delete user

Get current user

Get meeting details

Get meeting recordings

Get meeting summary

Get meeting transcript

Get webinar details

List all recordings

List call recordings

List channels

List meetings

List past meeting participants

List past webinar qa

List user call logs

List webinar participants report

Send chat message

Update meeting

Update webinar

View user

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Zoom.

Trigger

Custom Events (Instant)

Meeting Created (Instant)

Meeting Deleted (Instant)

Meeting Ended (Instant)

Meeting Started (Instant)

Meeting Updated (Instant)

New Recording Transcript Completed (Instant)

Recording Completed (Instant)

Webinar Created (Instant)

Webinar Deleted (Instant)

Webinar Ended (Instant)

Webinar Started (Instant)

Webinar Updated (Instant)

Zoom Phone Events (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
chat_channel:read	Read Zoom chat channels to sync spaces with Sana
chat_message:read	Read chat messages to power search and insights in Sana
chat_message:write	Post messages into Zoom chat from Sana workflows or actions
meeting:read	Read meeting details and participants for context in Sana
meeting:write	Schedule and update Zoom meetings initiated from Sana
phone:read	Read call logs to analyze phone interactions inside Sana
recording:read	Access cloud recordings to index and surface in Sana
user:read	Read user profiles to map Zoom users to Sana accounts
user:write	Update user settings or mappings needed by the Sana integration
webinar:read	Read webinar details and attendance for insights in Sana
webinar:write	Create or update webinars from Sana for scheduling and management
zoom_events_basic:read	Read Zoom Events data to show sessions and registrations in Sana

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Zoom in the list of available connectors

Scroll to the Available connectors section and locate Zoom.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Zoom card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Zoom and approve the requested scopes

You'll be redirected to Zoom to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Zoom account. Click Continue to complete the setup and start using the connector.

Known limitations

Search: The connector can only list meetings; it cannot run a filtered search across all meeting content. To search inside a meeting, locate the meeting first, then search within it.
Recurring meetings: The connector cannot find past meetings within a recurring series.
Scheduled meetings only: Transcripts are only generated for meetings scheduled in advance — instant meetings are not supported.
Host access: You must be the host of the meeting to access it (and its transcript) in Sana.
Manual recording: As host, you must click Record and select Cloud recording in Zoom for the transcript to be created.
Zoom plan: Recording and transcription require a Pro, Business, Education, or Enterprise plan.