Communication
Give your agents access to Zoom.
Agents schedule and reschedule meetings, find join links, and turn AI Companion summaries into notes and follow-ups. Zoom trigger events start an agent when a meeting ends or its summary is ready.
5,000 free credits to start.
Agent reach
Zoom REST APIs for Meetings, Users, Team Chat, Phone, Contact Center, Rooms, and Zoom's other products
The full surface, searched at run time.
Connect with
- Your own OAuth app
Use a Server-to-Server OAuth app for the whole account, or a user-managed General app for one user. Helios sets up event subscriptions and shows events that Zoom does not accept as unavailable.
Event triggers
Yes · 6 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Zoom
Helios searches the Zoom REST APIs for Meetings, Users, Team Chat, Phone, Contact Center, Rooms, and Zoom's other products at run time. The agent finds the endpoint the task needs and calls it.
- Call Zoom APIs with the connection's permissions and product licenses.
- Schedule, reschedule, and cancel meetings, with agendas and settings.
- Read AI Companion meeting summaries and who attended, and list cloud recordings.
- Send Team Chat messages, and read Zoom Phone call history and voicemails.
- Start a run on the events Zoom's event subscriptions send, from meetings and recordings to Team Chat messages, phone calls, and Contact Center engagements.
Examples
Tasks you can hand to a Zoom agent
Log every sales call in the CRM
When a call's AI Companion summary is ready, the agent finds the account and records the summary and next steps.
When a summary is ready for a meeting with 'Acme' in the topic, log it on the Attio company record.
- zoom·read the meeting summary
- attio·find the Acme company record
- attio·add a note with the summary and next steps
Call logged on Acme
- Summary of the renewal call added as a note
- Next step: send the revised quote by Friday
Follow up after every customer call
When a customer call ends, the agent checks who attended and drafts a follow-up email for the host.
When a meeting with 'Acme' in the topic ends, draft a follow-up email to the attendees.
- zoom·list the meeting's participants
- attio·find the open Acme deal
- gmail·draft a follow-up to the attendees
Follow-up drafted
- Addressed to the 3 Acme attendees
- Recaps the call and proposes a date for the next one
Schedule meetings from a request
Ask in chat or from another workflow, and the agent books the meeting and replies with the join link.
Book a 30-minute design review tomorrow at 3pm UTC and share the link in #design.
- zoom·create the meeting
- slack·post the join link to #design
Design review booked
- Tomorrow, 15:00 to 15:30 UTC
- Join link posted in #design
Event triggers
Start a run on Zoom events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
meeting.ended | A meeting ends - the moment to send a follow-up or log the call. |
meeting.summary_completed | An AI Companion summary is ready to copy into your CRM or notes. |
recording.completed | A cloud recording is ready, so an agent can share it with the people who missed the meeting. |
meeting.created | A meeting is scheduled. Filter on its topic to prepare an agenda or a brief. |
team_chat.channel_message_posted | A message is posted in a Team Chat channel. Filter on the channel name to answer questions in one channel. |
phone.voicemail_received | A Zoom Phone voicemail arrives, so an agent can log it or arrange a callback. |
Works with
Zoom works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Zoom.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.