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Zoom Integration Guide

This guide provides comprehensive instructions on how to add, use, and remove the Zoom integration with DryMerge.

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Adding the Zoom Integration

You can add the Zoom integration to your DryMerge account in two ways:

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Method 1: Adding via Chat

  1. Navigate to any chat interface in DryMerge
  2. Type a request like “Connect Zoom” or “Add Zoom integration”
  3. DryMerge will present a sign-in button for Zoom
  4. Click the button and follow the authentication prompts
  5. Grant the necessary permissions to connect your Zoom account
  6. Once complete, you’ll receive a confirmation message

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Method 2: Adding via Apps Menu

  1. Go to the DryMerge dashboard
  2. Click on “More” in the main navigation menu
  3. Select “Show Apps” from the dropdown menu
  4. Find the Zoom icon in the apps list
  5. Click on the “Connect” button
  6. Follow the authentication prompts to link your Zoom account
  7. Grant the necessary permissions when prompted
  8. You’ll be redirected back to DryMerge with a success notification

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Using the Zoom Integration

To use the Zoom integration in your automations:
  1. Navigate to the “Automation” section in the left panel of your DryMerge dashboard
  2. Click “Create New Automation” or select an existing automation to edit
  3. When adding a trigger or action, you’ll see Zoom as an available integration
  4. Select Zoom to see available triggers (such as “New Meeting Created”) or actions (such as “Schedule Meeting”)
  5. Configure the Zoom trigger or action according to your automation needs
  6. Complete the automation setup and activate it
You can also browse example automations that utilize Zoom by:
  1. Going to the Automation Gallery
  2. Using the integration filter to select Zoom
  3. Exploring pre-built automations specifically designed for Zoom

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Removing the Zoom Integration

You can remove the Zoom integration in two ways:

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Method 1: Removing via Apps Menu

  1. Go to the DryMerge dashboard
  2. Click on “More” in the navigation menu
  3. Select “Show Apps” from the dropdown
  4. Find the Zoom icon in the list of connected apps
  5. Click on the three-dot menu icon next to Zoom
  6. Select “Delete” or “Remove Connection”
  7. Confirm the removal when prompted

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Method 2: Removing via Connections Page

  1. Go to the DryMerge dashboard
  2. Click on “More” in the navigation menu
  3. Select “Connections” from the dropdown
  4. Find Zoom in your list of active connections
  5. Click on the “Delete” or trash icon next to the Zoom connection
  6. Confirm the removal when prompted
After removing the Zoom integration, any automations using Zoom will be disabled or may require reconfiguration.

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Troubleshooting

If you encounter any issues with your Zoom integration:
  1. Ensure your Zoom account has the necessary permissions
  2. Check if your Zoom OAuth token needs to be refreshed by reconnecting
  3. Verify that your Zoom account subscription supports the API features you’re trying to use
  4. Contact DryMerge support if problems persist
For additional assistance, please contact our support team at support@drymerge.com.