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Home > HappyFox Help Desk > Account Configuration > Integrations > Remote Support > Zoom Meeting Integration with HappyFox Help Desk
Zoom Meeting Integration with HappyFox Help Desk
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The Zoom integration in HappyFox Help Desk allows agents to set up and manage Zoom meetings directly within support tickets. This integration simplifies scheduling and enhances real-time collaboration with customers, leading to faster resolution of issues. Agents can generate Zoom meeting links, add them to ticket replies, and communicate with customers seamlessly, all within the HappyFox platform.

Set Up Zoom Integration with HappyFox:
Installing the Zoom App:

To integrate Zoom with HappyFox Help Desk:

  • Go to the Apps section in your HappyFox Help Desk account.

  • Select Zoom from the list of available apps.

  • Click Install.

  • Provide the following details:

    • Account ID

    • Client ID

    • Client Secret

  • Click Save to complete the authentication process.

Generating Zoom Credentials:

Follow the steps below to generate your Zoom Account ID, Client ID, and Client Secret:

  • Visit the Zoom App Marketplace.

  • Navigate to Develop and click Build App.

  • Select Server-to-Server OAuth as the app type.

  • Provide a name for your app and click Create.

  • Complete all mandatory fields under the Information and Feature sections.

Under Scopes, add the following:

  • meeting:write:meeting:admin - create a Meeting for a user
  • user:read:user:admin - view a user
  • user:read:list_users:admin - views users
  • Copy the Account ID, Client ID, and Client Secret, and use them in the HappyFox Help Desk Zoom integration page.
  • Make sure to activate the app from the Activation module by clicking on `Activate your app` button

Enable Zoom Meeting Summaries

Meeting summaries are sent automatically to the ticket as internal updates when a Zoom meeting ends.

Step 1: Add Summary Scope (for existing apps)

If you're just creating the Zoom app, this scope was already added in Step 2 above.

  • Go to the Zoom App Marketplace and click Manage.

  • Select your Zoom app.
  • Under Scopes, ensure the following is added:
    • Meeting:read:summary:admin

Step 2: Get the Secret Token

  • In the left panel of your Zoom app, go to Feature.
  • Copy the Secret Token shown there.

Step 3: Configure in HappyFox

  • Go to Apps > Zoom in your HappyFox account.
  • Enable "Meeting summary as ticket update".

  • Paste the Secret Token and click Save.
  • Copy the Webhook URL that appears after saving.

Step 4: Set Up Event Notifications in Zoom

  • Go back to your Zoom app under Feature > Event Subscriptions.
  • Toggle ON Event Subscriptions.
  • Paste the Webhook URL in the Event notification endpoint URL field.

  • Click Add Events, select End Meeting, then click Done and Save.

How to Add a Meeting Link to a Ticket:

  1. Open the ticket where you want to add the meeting link.
  2. In the right pane, under the Zoom section, click Generate Zoom meeting.
  3. The system will create a meeting, displaying the Zoom meeting link along with the meeting’s timestamp.

If a meeting has already been created, agents can choose Regenerate Zoom meeting if needed.

To add the meeting link to the ticket reply, click Add meeting link to the ticket reply. This will insert the Zoom link directly into the reply editor.

How to Unlink a Zoom Account from HappyFox Help Desk:

If you need to remove the Zoom integration from your HappyFox account, follow these steps:

  1. Go to the App section in HappyFox Help Desk.
  2. Select Zoom from the list of installed apps.
  3. Click Unlink Zoom account button
  4. Confirm the action to successfully unlink your Zoom account from HappyFox Help Desk.

Once unlinked, agents will no longer be able to generate or manage Zoom meeting links within tickets until the integration is reinstalled and linked again.

Frequently Asked Questions:

  • Can I regenerate a new Zoom link for an existing ticket?
    Yes, once a meeting has been generated, agents can select Regenerate Zoom meeting to create a new link for the same ticket.
     
  • Will the Zoom link expire after the meeting?
    No, the Zoom link is reusable, allowing agents to use the same link for follow-up meetings if needed.
     
  • Does generating a Zoom link create an event in my calendar?
    No, generating a Zoom link does not create a calendar event. The link is for immediate use and isn’t saved as an event in your Zoom calendar.
     
  • Does every Zoom account support meeting summaries?
    No. Only Zoom accounts with AI Companion features enabled have access to meeting summaries.
     

  • Are AI Companion features enabled by default in Zoom?
    No. Zoom AI Companion features, including meeting summaries, are not enabled by default. The host must manually enable them, and they can also choose who receives the summary.
     

  • What happens if my Zoom account doesn't have AI features enabled?

    If your Zoom account doesn't have AI Companion features, the meeting:read:summary:admin scope will not be available when setting up the app. In that case, the meeting summary feature in HappyFox will not work.


     
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