Overview

The following article outlines the steps required to configure Zoom meeting and call collection in Laurel.

A Zoom Account Administrator will create a Server-to-Server OAuth app and enter the following credentials directly in Laurel Admin:

Account ID
Client ID
Client Secret
Secret Token

Do not send the Client Secret or Secret Token by email or Support message.

Zoom Server to Server Setup

Enable permissions

Enable the permissions to allow call capture:

A Zoom Account Administrator needs to access the following link and sign in: One platform to connect | Zoom
Enable the Server-to-Server OAuth application role:
1. User Management > Roles > Role Settings > Advanced features select the View and Edit check boxes for Server-to-Server OAuth app.
2. Using role management for details.

Server-to-Server OAuth app role management

Create a Server-to-Server OAuth app

Create a OAuth application by having a Zoom Account Administrator access the following link and sign in: App Marketplace (zoom.us)

Build App

Go to Develop > Build App
Find the Server-to-Server OAuth app type and click the Create button
On the App Name field type “Laurel Zoom Assistant” and click the Create button

App Credentials

Add a Laurel logo to make the application easy to recognize
Copy and save the Account ID, Client ID, and the Client secret values for later use
Click Continue button

Information

App name = Laurel Assistant
Short Description = Laurel Assistant Zoom integration
Company Name = Laural Inc.
Developer Contact Information
1. Name = Agent Team
2. Email = agent@laurel.ai
Click Continue button

Feature

Copy and save the Secret Token for later use.
Turn on Event Subscriptions.
In Subscription name, enter Meeting & Phone.
In a separate browser tab, open Laurel Admin → Integrations.
Under Capture Integrations, expand Zoom.
Turn on Enable Integration.
Confirm that API Type is set to Zoom.
Enter the following values:
- Client ID
- Account ID
- Secret — enter the Zoom Client Secret
- Secret Token
Select Save.
Enter the Zoom credentials directly in Laurel Admin. Do not send the Client Secret or Secret Token by email or Support message.
Follow How to Find Your Laurel Company ID and copy the Company ID for your Laurel environment.
Return to the Zoom App Marketplace. In Event notification endpoint URL, enter:
https://cloud-assistant-zoom.iad.prd.timeautomation.com/api/v1/notifications?customer_id=<customerId>
Replace <customerId> with the Company ID copied from Laurel Admin.
Run Zoom’s endpoint URL validation. The Laurel integration must be saved and enabled before validation will succeed.
Under Event notification receiver, select All users in the account.
Continue with the event, scope, and activation steps below.
1. Click + Add Events button
2. To track Meetings, select:
  1. Under Event Type -> select Meeting on the left and then check End Meeting on the right
3. To track Zoom Phone calls, select:
  1. Under Event Typ -> select Zoom Phone on the left and the check
  2. Caller call log is completed
  3. Callee call log is completed
  5. Click the Save button
  6. Click the Continue button

Scopes

Zoom allows two sets of scopes:

Classic Scopes	Granular Scopes
meeting:read:admin phone:read:admin report:read:admin user:read:admin	meeting:read:meeting:admin meeting:read:past_meeting:admin phone:read:call_log:admin phone:read:user:admin report:read:user:admin report:read:list_meeting_participants:admin user:read:user:admin

Laurel supports both scopes, but only one type of scope should be selected.

Click + Add scopes button
One at a time search for the scopes in the above list:
2. Check the box to add the searched scope
3. This is what granular scopes should look like at the end.
Click Continue

Activation

Click Activate your app

Zoom Configuration for Laurel