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

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:

Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Zoom in the list of available integrations

Scroll to the Available integrations section and locate Zoom.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: 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 5: 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.