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Scheduling a Virtual (Zoom) Meeting

Scheduling a Virtual (Zoom) Meeting

Liscio Support avatar
Written by Liscio Support
Updated today

After connecting Zoom, you can create a meeting and auto-populate the meeting ID directly in a virtual meeting task.


To Connect Your Zoom Account to Liscio:

  1. Log in to Liscio.

  2. Select your name (profile picture) in the bottom-left corner.

  3. Select Third-party Apps.

  4. Select Connect under Zoom.

  5. If not already signed in, sign into Zoom.

  6. Select Authorize to allow Liscio access.

A success banner will appear: Successfully Connected Zoom.


To Disconnect Your Zoom Account from Liscio:

Option 1: From Liscio

  1. Log in to Liscio.

  2. Select your name (profile picture).

  3. Select Third-party Apps.

  4. Select Disconnect under Zoom.

Option 2: From Zoom

  1. Sign in to Zoom.

  2. Select the Liscio app.

  3. Select Uninstall.


To Schedule a Zoom Meeting Task in Liscio:

  1. Select Add New.

  2. Select Task.

  3. Select Meeting.

    Screenshot__73_.png
  4. The Task Owner will default to you. Leave it or assign a different owner.

  5. Select the Virtual Meeting radio button to auto-populate Zoom information into the Description and Location fields.

    Screenshot__74_.png
  6. Fill in the For Account and Contact fields.

    Screenshot__75_.png
  7. Choose the Date, Time, and Duration.

  8. Select Create Task.

Scheduling a Meeting Task through Zoom in Liscio will not reflect on your Google or Outlook calendar. If you use a virtual calendar to track your meetings, don't forget to put this meeting on your calendar!

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