Zoom Server-to-Server OAuth Integration Guide

Securely and efficiently integrate your Zoom account using the Server-to-Server OAuth method. This guide details the streamlined connection process and highlights the benefits of this modern approach.

Benefits:

• Simple Setup: Requires only three credentials (Account ID, Client ID, Client Secret)
• Seamless Experience: No authorization popups for end-users
• Comprehensive Access: Grants account-wide access to all meetings
• Instant Functionality: Works immediately upon setup

Part 1: Setting Up the Zoom App

1.1 Create the Server-to-Server OAuth App

1. Navigate to the Zoom Marketplace: https://marketplace.zoom.us/develop/create
2. Select the app type: Click "Server-to-Server OAuth" (Do not choose "Account-level app")
3. Fill out the Basic Information:
   • App Name: e.g., Your Company Workflows
   • Short Description: e.g., Integration for wiv workflow automation
   • Company Name: Your company name
   • Developer Name/Email: Your details
4. Click "Create"

1.2 Configure Scopes (Permissions)

1. In the left sidebar, click the "Scopes" tab
2. Search for and add the following required permissions (scopes):

Note: To access meeting transcripts via the API, you need the cloud_recording:read:list_recording_files:admin scope. If this scope is not visible in your app, ensure your Zoom admin role has the proper permissions enabled under Admin > User Management > Roles > Role Settings.

3. Click "Done" then "Continue"

1.3 Activate and Copy Credentials

1. In the left sidebar, click the "Activation" tab
2. Click the "Activate your app" button
3. Go to the "App Credentials" tab
4. Copy all three required values:
   • Account ID
   • Client ID
   • Client Secret

⚠️ Important: Click the eye icon (?️) next to the Client Secret to reveal and copy the full value.

Part 2: Integrating with Wiv

2.1 Add the Integration

1. Log into Wiv platform
2. Go to Settings → Integrations
3. Select "Add Integration" and choose "Zoom"

2.2 Input Credentials and Save

1. Paste the three values you copied from Zoom (Step 1.3) into the corresponding fields:
   • Integration Name: Choose a recognizable name (e.g., My Zoom Account)
   • Account ID: Paste from Zoom
   • Client ID: Paste from Zoom
   • Client Secret: Paste from Zoom (Keep this confidential!)
2. Click "Save"

Transcript API Requirements

To retrieve meeting transcripts programmatically, ensure:

1. Zoom Plan: Pro, Business, or Enterprise tier (required for cloud recordings)
2. Recording Setting: Cloud recording must be enabled for meetings
3. Transcript Setting: Audio transcript feature must be enabled in Zoom settings (disabled by default)

Transcript-Related Scopes Reference

Troubleshooting: If you receive an error like Invalid access token, does not contain scopes:[cloud_recording:read:list_recording_files...], verify that:

1. The scope is added to your Zoom app
2. Your admin role has permissions enabled under Admin > User Management > Roles > Role Settings
3. The app has been reactivated after adding new scopes