This article describes the actions available when you connect Zoom to HappyFox Workflows, and lists the meeting and communication operations you can automate with this integration.
Triggers
The Zoom integration does not provide triggers. Workflows that include Zoom actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Zoom actions let you create and update meetings, and retrieve meeting content — summaries, transcripts, and recordings — directly from a workflow step.
Meeting management
| Action | What it does |
|---|---|
| Create Meeting | Creates a new Zoom meeting and returns the meeting details, including the join link, for use in subsequent workflow steps. |
| Update Meeting | Updates the details of an existing Zoom meeting, such as its title, time, or description. |
Meeting content
| Action | What it does |
|---|---|
| Meeting Summary | Retrieves the AI-generated summary for a specified Zoom meeting. Requires Zoom's meeting summary feature to be enabled on your Zoom account. |
| Meeting Transcripts | Retrieves the transcript of a specified Zoom meeting. Requires cloud recording with transcription enabled on your Zoom account. |
| Meeting Recordings | Retrieves the recording files for a specified Zoom meeting. Requires cloud recording enabled on your Zoom account. |
Note: The Meeting Summary, Meeting Transcripts, and Meeting Recordings actions require specific Zoom account features to be enabled — AI-generated summaries, cloud recording, and transcription respectively. These features are plan-dependent in Zoom and must be active before the corresponding HappyFox Workflows actions will return data.
Action Details
The Zoom integration provides 9 actions across two delivery mechanisms: 5 Meeting Management actions and 4 Webinar & Registrant actions. Each action below lists the fields you configure, along with whether each field is required.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The field must be filled in for the action to run. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain text entry. |
| Number | A numeric value entered as text; validated to be numeric before the action runs. |
| Yes/No toggle | A two-choice dropdown: Yes or No. |
| Selection (pick one) | A searchable dropdown with a fixed list of allowed choices. |
| Searchable lookup | A field backed by the account's synced Zoom data, with autocomplete support. |
Meeting Management Actions
Create Meeting
Creates a Zoom meeting on behalf of the connected account. The meeting title is the only mandatory field. If Start Time is omitted, the meeting is created as an instant (ad-hoc) meeting; when provided, it becomes a scheduled meeting.
| Field | Description | Validation |
|---|---|---|
| Title | The meeting topic/name. | Required · Text |
| Start Time | Scheduled start time. Accepts multiple formats, including YYYY-MM-DDTHH:MM:SSZ, YYYY-MM-DD HH:MM:SS, DD-MM-YYYY HH:MM:SS, MM-DD-YYYY HH:MM:SS, or 1 Jan 2020 18:25. If a timezone offset is included, it's converted to UTC; otherwise the time is used as-is. |
Optional · Text |
| Duration | Meeting duration in minutes. Must be a whole number. | Optional · Number |
| Password | Passcode to join the meeting. Maximum 10 characters. | Optional · Text |
| Agenda | Description or agenda for the meeting. | Optional · Text |
| Host Email | Email address of the Zoom user who will host the meeting. If omitted, the meeting is created under the authenticated account's own user. | Optional · Text |
Output fields returned: host_email, id, registration_url, agenda, created_at, duration, join_url, password, start_time, start_url, timezone, topic.
Update Meeting
Updates the details of an existing Zoom meeting. Only the fields you provide are changed. After a successful update, the action fetches the latest meeting data from Zoom and returns it.
| Field | Description | Validation |
|---|---|---|
| Meeting ID | The numeric Zoom meeting ID to update. | Required · Text |
| Title | New meeting topic/name. | Optional · Text |
| Start Time | New start time. Accepts the same flexible formats as Create Meeting. Providing this field automatically converts the meeting type to a scheduled meeting. | Optional · Text |
| Duration | New duration in minutes. Must be a positive whole number. | Optional · Number |
| Password | New passcode. Maximum 10 characters. | Optional · Text |
| Agenda | New agenda or description. | Optional · Text |
Output fields returned: same as Create Meeting, plus status ("updated").
Meeting Summary
Retrieves the AI-generated meeting summary produced by Zoom for a completed meeting. Requires that Zoom's "Meeting Summary with AI Companion" feature is enabled on the account and that the meeting has ended.
| Field | Description | Validation |
|---|---|---|
| Meeting ID | The Zoom meeting ID or UUID of the completed meeting. | Required · Text |
Output fields returned: meeting_host_id, meeting_host_email, meeting_id, meeting_topic, meeting_start_time, meeting_end_time, summary_last_modified_user_email, summary_title, summary_content.
Meeting Transcripts
Retrieves the transcript file(s) for a completed Zoom meeting. Zoom generates transcripts from cloud recordings when transcription is enabled on the account.
| Field | Description | Validation |
|---|---|---|
| Meeting ID | The Zoom meeting ID or UUID of the completed meeting. | Required · Text |
Returns a list of transcript file records, each with id, meeting_id, recording_start, recording_end, file_type ("TRANSCRIPT"), file_extension, file_size, download_url, status, alongside top-level meeting metadata (account_id, meeting_id, meeting_uuid, host_id, topic, start_time, timezone, duration, total_size, recording_count).
Meeting Recordings
Retrieves the MP4 video recording file(s) for a completed Zoom meeting. Only cloud recordings are accessible via the API — local recordings on participants' machines are not returned.
| Field | Description | Validation |
|---|---|---|
| Meeting ID | The Zoom meeting ID or UUID of the completed meeting. | Required · Text |
Returns a list of video recording records, each with id, meeting_id, recording_start, recording_end, file_type ("MP4"), file_extension, file_size, play_url, download_url, status, recording_type, alongside the same top-level meeting metadata as Meeting Transcripts.
Webinar & Registrant Actions
Use cases
Schedule a callback meeting from a support ticket: When an agent resolves to schedule a callback with a customer, automatically create a Zoom meeting using Create Meeting and add the join link as a reply or private note on the ticket — so the customer receives the meeting details without the agent manually creating and copying the link.
Add a meeting transcript to a ticket after a customer call: After a support call concludes in Zoom, retrieve the meeting transcript using Meeting Transcripts and add it as a private note on the related HappyFox Help Desk ticket — giving agents and managers a searchable record of what was discussed without manually summarising the call.
Attach a meeting summary to a ticket for handoff context: When a ticket is reassigned after a Zoom call, retrieve the Zoom meeting summary using Meeting Summary and add it as a private note — so the new agent has a concise overview of the conversation without needing to watch the full recording.
Update a meeting when a ticket appointment is rescheduled: When a ticket contact requests a reschedule and the agent updates the appointment details in HappyFox Help Desk, automatically update the corresponding Zoom meeting using Update Meeting — keeping the calendar invite accurate without a separate manual update in Zoom.
Attach a recording link to a ticket for customer reference: After a product demo or support walkthrough is completed in Zoom, retrieve the recording using Meeting Recordings and add the recording link as a reply to the ticket — giving the customer easy access to the session without the agent manually uploading or sharing the file.