video conferencing

Add Zoom to your AI agent

Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools

Things your agent can do in Zoom
90

Things your AI can do in Zoom

Your FormWise AI can handle any of these in Zoom — on its own, without you needing to click a button.

  • Create a meeting

    Popular

    Enable Zoom meeting creation via user-level apps with "me". "Start_url" for hosts expires in 2 hours, or 90 days for "custCreate" users. Renew via API, capped at 100 requests/day. Requires "meeting:write" permission, subject to medium rate limit.

  • Delete a meeting

    Popular

    Delete or cancel a scheduled Zoom meeting. Use occurrence_id to delete a specific occurrence of a recurring meeting. Supports notification options for hosts and registrants. Returns HTTP 204 on success. Rate limit: Light. Required scopes: meeting:write or meeting:write:admin.

  • Delete recording file

    Popular

    Deletes a specific cloud recording file from a meeting or webinar. This action is irreversible when using the 'delete' action - the file cannot be recovered once permanently removed. Use this action when you need to remove an individual recording file (such as a specific video, audio, transcript, or chat file) rather than all recordings for a meeting. Requires the account to have Cloud Recording enabled. Rate limit: Light.

  • Get a meeting

    Popular

    Retrieves detailed information about a Zoom meeting by its ID. Returns comprehensive meeting data including topic, schedule, URLs, passwords, settings, and for recurring meetings, occurrence details and recurrence patterns. For recurring meetings, defaults to the latest occurrence unless occurrence_id or show_previous_occurrences is specified. Returned start_time must be interpreted using the meeting's timezone field. Requires meeting:read scope. Rate limit: LIGHT.

  • Get a meeting summary (Paid accounts only)

    Popular

    IMPORTANT: This action requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature and will receive a 400 error. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting Rate limit: LIGHT. Response fields such as `summary_details` and `next_steps` are optional and may be absent or empty arrays.

  • Get meeting recordings

    Popular

    To download meeting recordings, use `download_url`. Include OAuth token in the header for passcode-protected ones. Supports `recording:read` and `phone_recording:read:admin` scopes, with a `LIGHT` rate limit. Requires a paid Zoom plan with cloud recording enabled; missing entitlements return empty results or entitlement errors, not system failures. Error code 3301 means no cloud recording exists for the meeting — an expected empty-result case.

  • Get a user

    Popular

    Retrieves detailed information about a specific Zoom user by ID, email, or 'me'. Returns user type, role, license info, and account metadata. Use when you need to check user type/license or retrieve user profile details.

  • List all recordings

    Popular

    This text details how to list Zoom cloud recordings for a user, notably by using "me" for user-level apps and requiring an OAuth token for access. It requires a Pro plan, Cloud Recording enabled, and has a MEDIUM rate limit.

  • List meeting summary templates

    Popular

    Tool to retrieve a list of meeting summary templates for a specified user. Use when you need to view available meeting summary templates or select a template for meeting summaries.

  • List meetings

    Popular

    This Zoom API lists a user's scheduled meetings using the `me` value for user-level apps, excluding instant meetings and only showing unexpired ones. Requires specific scopes and has a `MEDIUM` rate limit. No server-side filtering by topic, agenda, or text fields; all such filtering must be done client-side. `meetingId` values exceed 32-bit integer range; treat as full-length numeric or string identifiers.

  • List webinar registrants

    Popular

    Retrieves the list of registrants for a webinar with registration enabled. This endpoint returns registrants (people who registered for the webinar), not participants (people who attended). Use this action when you need to view registrant details for CRM sync, reporting, or managing approvals for registration-based webinars. Supports filtering by occurrence, status (approved/pending/denied), and tracking source for targeted queries.

  • Search company contacts

    Popular

    Tool to search company contacts in Zoom by first name, last name, or email. Use when you need to find specific contacts within the organization. Supports pagination for large result sets and optionally includes presence status.

Show 78 more things it can do
  • Add a meeting registrant

    Registers a participant for a Zoom meeting that has registration enabled. **Prerequisites:** - The meeting host must have a **licensed (paid) Zoom account** - this will NOT work with free/basic accounts - The meeting must have registration enabled (approval_type = 0 for automatic or 1 for manual approval) - Maximum of 4,999 registrants per meeting **Required fields:** meeting_id, first_name, last_name, email **Optional fields:** address, city, state, zip, country, phone, comments, industry, job_title, org, language, auto_approve **Common errors:** - "Only available for paid users" - The meeting host needs a licensed Zoom account - "Registration has not been enabled" - Enable registration via update_a_meeting with approval_type = 0 or 1 - "Meeting not found" - Invalid meeting ID or meeting has ended

  • Add a webinar registrant

    Registers a participant for a Zoom webinar that has registration enabled. **Prerequisites:** - The webinar host must have a **Pro or higher plan with Webinar add-on** - this will NOT work with basic/free accounts - The webinar must have registration enabled (approval_type = 0 for automatic or 1 for manual approval) - Registration type must be properly configured (1=once for all, 2=each occurrence, 3=choose occurrences) **Required fields:** webinarId, first_name, email **Optional fields:** last_name, address, city, state, zip, country, phone, comments, industry, job_title, org, language, occurrence_ids, source_id **Common errors:** - "Webinar plan is missing" - The host needs a Zoom webinar license/add-on - "Registration has not been enabled" - Enable registration via webinar settings with approval_type = 0 or 1 - "Webinar not found" (404) - Invalid webinar ID or webinar has ended - "Host cannot register" - The webinar host cannot register themselves as an attendee

  • Add project collaborators

    Adds one or more collaborators to a whiteboard project. Use this action when you want to invite team members or external users to collaborate on a specific whiteboard project. Project owners or authorized users can add collaborators with different permission levels (owner, editor, or viewer). **Prerequisites:** - The user must be the project owner or have admin permissions - The target user must have a Zoom account - The whiteboard project must exist and be accessible **Required fields:** project_id, collaborators (list with at least one user) **Optional fields:** skip_notifications, invite_message **Common errors:** - "Whiteboard plan is missing" - Whiteboard add-on is required - "User not found" - The collaborator's email is not associated with a Zoom account - "Project not found" - Invalid project ID - "Invalid collaborator role" - Role value must be 1, 2, or 3

  • Add whiteboard collaborator

    Adds one or more collaborators to a whiteboard. Use this action when you need to invite users or team chat channels to collaborate on a specific whiteboard. Supports individual user invites (via email) and team chat channel invites (via channel_id). Collaborators are assigned a role that determines their permission level. On success, returns the list of collaborators that were added. Use this action when you want to share a whiteboard to new users or team chat channels and assign them specific permission levels (owner, co-owner, editor, commenter, or viewer).

  • Apply classification to whiteboard

    Applies or updates a classification label on a whiteboard. Use this action when you need to assign or change a security classification label on an existing whiteboard. Each whiteboard can only have one classification label at a time — if the whiteboard already has a label, it will be replaced with the new one. Rate limit: Light. Required scopes: whiteboard:write:admin, whiteboard:write, whiteboard:update:whiteboard_classification, or whiteboard:update:whiteboard_classification:admin.

  • Create whiteboard project

    Creates a new whiteboard project in Zoom. Use when you need to organize and group whiteboards together, optionally adding collaborators and initializing the project with existing whiteboards.

  • Create a whiteboard

    Creates a new whiteboard for the authenticated user. Use when you need to create a blank whiteboard that can be shared and collaborated on with others. The whiteboard will be associated with the user making the API call. **Required scope:** whiteboard:write or whiteboard:write:whiteboard **Notes:** - If no name is provided, the whiteboard will be named "Untitled" - After creation, the whiteboard can be shared with collaborators using share settings

  • Create whiteboard export

    Creates an export task to generate PDF exports and audit logs for specified whiteboards. The exported content is bundled into a ZIP file containing the whiteboard PDFs and audit logs. Use when you need to export one or more whiteboards for archival, sharing, or compliance purposes. Use this action when you want to export whiteboard content as a downloadable ZIP file containing PDF exports and audit logs. After creating the export task, poll the GetWhiteboardExportStatus action using the returned task_id until the status changes to 'successed', then download the export using the DownloadWhiteboardExport action. Note: This action only initiates the export process. The export is processed asynchronously. You must poll GetWhiteboardExportStatus to check when the export is ready, then use DownloadWhiteboardExport to retrieve the actual ZIP file.

  • Create ZRA conversation

    Tool to create a new conversation in Zoom Revenue Accelerator (ZRA). Use when uploading meeting recordings or phone calls for AI-powered analytics, including transcription, sentiment analysis, and engagement scoring.

  • Create ZRA conversation comment

    Tool to create a comment on a Zoom Revenue Accelerator conversation. Use when you need to add comments, replies, or annotations to ZRA conversation recordings or transcripts.

  • Create ZRA CRM accounts

    Tool to create or update CRM accounts in Zoom Revenue Accelerator (ZRA). Use when you need to sync CRM account data to Zoom IQ. Supports up to 2000 accounts per request and returns an async task ID for polling status.

  • Create ZRA CRM contacts

    Tool to bulk import or delete CRM contacts in Zoom Revenue Accelerator. Use when syncing contacts from external CRM systems. Accepts up to 2,000 contacts per request and returns a task ID for async status tracking.

  • Create ZRA CRM deals

    Tool to bulk import or delete CRM deals in Zoom Revenue Accelerator (ZRA). Use when you need to synchronize deals from an external CRM to Zoom's ZRA system. Supports up to 2000 deals per request and processes asynchronously.

  • Bulk import ZRA CRM leads

    Tool to bulk import CRM leads into Zoom Revenue Accelerator (ZRA). Use when you need to import or update multiple leads asynchronously. Supports up to 2000 leads per request and returns a task_id to track import progress.

  • Create ZRA CRM settings

    Tool to register a new CRM API integration for Zoom Revenue Accelerator (ZRA). Use when you need to configure CRM settings including type, name, currency, deal stages, and URL patterns for accessing CRM records.

  • Create ZRA user conversation

    Tool to create a new conversation in Zoom Revenue Accelerator for a specific user. Use when you need to initiate a ZRA conversation entry with topic and start time.

  • Delete meeting recordings

    Deletes all cloud recordings for a meeting or webinar. Requires the account to have Cloud Recording enabled. Rate limit: Light. Required scopes: cloud_recording:delete:meeting_recording or cloud_recording:delete:meeting_recording:admin.

  • Delete whiteboard project

    Deletes a whiteboard project by its ID. Deleting a project removes all associated whiteboards from the project. Use when you need to permanently remove a whiteboard project and all its contents from Zoom. This action is irreversible — once the project is deleted, it cannot be recovered, and all associated whiteboards will be removed.

  • Remove project collaborator

    Removes a collaborator from a whiteboard project. Use this action when you need to revoke a user's access to a specific whiteboard project. This action is irreversible — once a collaborator is removed, they will no longer have access to the project's whiteboards unless re-added. **Note:** The authenticated user must be the project owner, co-owner, or have admin permissions to remove collaborators.

  • Delete whiteboard

    Deletes a whiteboard by its unique identifier. Use when you need to permanently remove a specific whiteboard from Zoom. This action is irreversible — once deleted, the whiteboard cannot be recovered. Requires the user to have whiteboard delete permissions.

  • Delete whiteboard collaborator

    Removes a collaborator from a whiteboard. Use this action when you need to revoke a user's access to a specific whiteboard by removing them as a collaborator. This action is irreversible for the collaborator's access — the collaborator will no longer be able to view or edit the whiteboard unless added back. Requires the user to have whiteboard admin or owner permissions. **Prerequisites:** - The authenticated user must be the whiteboard owner, co-owner, or have admin permissions - The collaborator must currently have access to the whiteboard **Common errors:** - "Whiteboard not found" - Invalid whiteboard ID - "Collaborator not found" - The specified collaborator does not have access to the whiteboard - "Insufficient permissions" - User lacks permission to remove collaborators

  • Delete ZRA conversation

    Deletes a ZRA (Zoom Revenue Accelerator) conversation by ID. Use when you need to remove a conversation from the Revenue Accelerator system. This is an undocumented endpoint that returns HTTP 200 on success.

  • Delete ZRA conversation comment

    Tool to delete a comment from a Zoom Revenue Accelerator conversation. Use when you need to remove a specific comment from a ZRA conversation.

  • Delete ZRA CRM settings

    Deletes CRM settings for Zoom Revenue Accelerator (ZRA). Use when you need to remove CRM configuration from the account.

  • Delete ZRA deal activities

    Tool to delete activities from a Zoom Revenue Accelerator (ZRA) deal. Use when you need to remove one or more activities associated with a specific deal by providing the deal ID and comma-separated activity IDs.

  • Download imported whiteboard file

    Downloads a specific file that was imported into a whiteboard, including images, PDFs, DOCX, and other supported file formats. Use this action when you need to retrieve the actual file content of an imported whiteboard attachment. This action streams the file content directly from Zoom's servers.

  • Download whiteboard export

    Downloads the exported whiteboard content for a completed whiteboard export task. The task must have completed successfully before calling this action. Use when you need to retrieve the actual whiteboard content (drawings, annotations, images) that was exported using the Create whiteboard export API. Returns a ZIP archive containing the whiteboard files. This action is read-only and does not modify any whiteboard data. Use this action when you have created a whiteboard export task and want to download the resulting ZIP file containing the exported content.

  • Download whiteboard session activity

    Downloads the activity archive file for a whiteboard archiving session. This action retrieves the PDF file containing whiteboard session activity data based on the provided file path. Use when you need to retrieve the archived activity file for a completed whiteboard session. Use this action when you have obtained a file path from the List whiteboard sessions activities endpoint and want to download the actual activity archive file. The file is returned as a PDF stream. This action is read-only and does not modify any data. Note: Files may expire and return 404 if the download URL has expired.

  • Get a webinar

    Access Zoom Webinar details requires Pro or higher plan and Webinar add-on. Scopes include `webinar:read:admin` and `webinar:read`. Granular scopes and a 'LIGHT' rate limit also apply.

  • Get daily usage report

    The daily report provides Zoom service usage details, like new users, meetings, participants, and minutes per day for a month, requiring a Pro plan or higher. It has a 'Heavy' rate limit.

  • Get IQ conversation content analysis

    Tool to retrieve content analysis for a Zoom IQ conversation by its ID. Use when you need to get AI-generated insights and analysis from a Revenue Accelerator conversation. Returns structured analysis data including conversation insights and extracted content.

  • Get IQ deal

    Tool to get details of a specific deal in Zoom Revenue Accelerator (formerly Zoom IQ). Returns deal information for the specified deal ID including name, amount, stage, owner, and dates.

  • Get marketplace user apps

    Retrieves a paginated list of Zoom Marketplace apps installed for a specific user. Returns app details including app ID, name, type, and installation status. Use when you need to check which marketplace apps a user has access to.

  • Get marketplace user entitlements

    Retrieves marketplace entitlements for a specific Zoom user by ID or 'me'. Returns list of entitlements associated with the user's account. Use when you need to check user marketplace subscriptions or permissions.

  • Get past meeting participants

    Retrieves the list of participants who attended a past (ended) Zoom meeting. Requires a paid Zoom account (Pro or higher). Meeting must have ended with at least one participant (excluding solo meetings). Use meeting ID for the latest instance, or instance UUID for a specific occurrence.

  • Get whiteboard project

    Retrieves detailed information about a specific whiteboard project by its ID. Returns project metadata including name, description, owner, sharing settings, and timestamps. Use this action when you need to view details about a Zoom Whiteboard project or retrieve its configuration.

  • Get a whiteboard

    Retrieves details about a specific whiteboard document. Returns comprehensive whiteboard information including name, creation/modification dates, share settings, and classification. Use this action when you need to fetch metadata for a specific whiteboard by its ID. Requires whiteboard:read or whiteboard:read:admin scope.

  • Get whiteboard export status

    Retrieves the status of a whiteboard export task by its task ID. This action queries the current state of an export request initiated via the create whiteboard export action. Use this action when you need to check whether a whiteboard export has completed processing, is still being generated, or has failed. Poll this endpoint until status changes from 'processing' to either 'successed' or 'failed'. The export is processed asynchronously, so you should poll this endpoint periodically to check for completion before attempting to download the exported file.

  • Get a whiteboard session

    Retrieves detailed information about a specific whiteboard session by its session ID. Returns session metadata including start/end times, whiteboard info, and a list of activities performed during the session. Use this action when you need to retrieve session details, activity logs, or participant information for a Zoom Whiteboard session. For large result sets, use pagination with next_page_token.

  • Get ZRA conversation comments

    Tool to retrieve comments for a specific Zoom Revenue Accelerator (ZRA) conversation. Use when you need to access user comments, replies, and annotations associated with a conversation recording or transcript.

  • Get ZRA conversation interactions

    Retrieves interaction details for a specific Zoom Revenue Accelerator (ZRA) conversation. Returns interaction data including speakers, timestamps, content, and metadata for conversation analysis. Use when you need detailed interaction-level data from ZRA conversations.

  • Get ZRA conversation scorecards

    Tool to retrieve scorecards for a specific conversation in Zoom Revenue Accelerator. Use when you need to get scorecard data and performance metrics for a particular conversation.

  • Get ZRA deal activities

    Tool to retrieve activities associated with a Zoom Revenue Accelerator (ZRA) deal. Use when you need to list all activities for a specific deal in ZRA.

  • Import whiteboard

    Initiates an import of a whiteboard from an external source (Miro, Mural, or Visio files). The import is processed asynchronously and returns a task_id for tracking progress. Use this task_id to poll for import completion and retrieve the resulting whiteboard. Use this action when you need to convert an externally created whiteboard into a Zoom whiteboard. The file must already be uploaded to Zoom before initiating the import.

  • List archived files

    Lists archived meeting and webinar files within a specified date range (max 7 days). Requires the 'Meeting and Webinar Archiving' feature to be enabled by Zoom Support. Use this to retrieve compliance recordings archived to third-party storage platforms.

  • List devices

    Lists devices in your Zoom account managed through Zoom Device Management (ZDM). Returns information about Zoom Room devices including computers, controllers, scheduling displays, and whiteboards. **Scopes:** `device:read:admin`, `device:write:admin`, `device:read:list_zdm_devices:admin` **[Rate Limit Label](https://marketplace.zoom.us/docs/api-reference/rate-limits#rate-limits):** `HEAVY`

  • List marketplace app custom fields

    Tool to retrieve custom fields configured for a Zoom Marketplace app. Use when you need to list all custom fields available for the marketplace app.

  • List past meeting instances

    Tool to retrieve all UUIDs for past instances of a given meeting. Use when you need to get the list of all occurrences (instances) of a recurring meeting that have already ended. Each instance has a unique UUID that can be used to query specific details about that occurrence.

  • List project collaborators

    Lists all collaborators for a whiteboard project, including their roles and permissions. Use this action when you need to view who has access to a whiteboard project and what permission level each collaborator has. This action is read-only and does not modify any data. **Note**: This action requires the whiteboard project to exist and the authenticated user to have appropriate permissions (project owner, co-owner, or admin).

  • List whiteboard projects

    Lists all whiteboard projects accessible to the user. Returns project metadata including ID, name, owner, and timestamps. Use this action when you need to retrieve whiteboard projects with optional filtering by owner or name search. Supports pagination through the next_page_token parameter.

  • List user collaboration devices

    Tool to list collaboration devices associated with a user. Use when you need to retrieve information about a user's collaboration devices. For user-level apps, pass 'me' instead of the userId parameter to get devices for the authenticated user.

  • Get user settings

    Tool to retrieve a user's settings including meeting scheduling, in-meeting features, email notifications, recording, telephony, and security preferences. Use when you need to check or display a user's Zoom configuration settings.

  • List webinar participants

    Get a list of past webinar participants with a Pro plan or above plus an add-on. Requires specific scopes and has a medium rate limit.

  • List webinars

    The API lists all scheduled webinars for Zoom users with a webinar plan, using `me` for user-level apps. It only shows unexpired webinars for hosts broadcasting to up to 10,000 attendees. Requires Pro plan upwards and specific scopes. Rate limit: MEDIUM.

  • List whiteboards

    Lists all whiteboards accessible to the user. Returns whiteboard metadata including ID, name, owner, and timestamps. Use this action when you need to retrieve whiteboards with optional filtering by owner, date range, project, or name search. Supports pagination through the next_page_token parameter.

  • List ZRA conversations

    Tool to list all conversations in Zoom Revenue Accelerator. Use when you need to retrieve analytics data from Revenue Accelerator conversations, including engagement scores, sentiment analysis, and meeting metrics.

  • List ZRA CRM accounts

    Lists CRM accounts from Zoom Revenue Accelerator by account IDs. Use when you need to retrieve CRM account information for specific account identifiers (up to 100 IDs).

  • List ZRA CRM contacts

    Tool to retrieve CRM contact information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed contact information for specific CRM contacts. Supports up to 100 contact IDs per request.

  • List ZRA CRM deals

    Tool to retrieve CRM deal information from Zoom Revenue Accelerator (ZRA). Use when you need to fetch detailed deal information for specific CRM deals. Supports up to 100 deal IDs per request.

  • List ZRA CRM leads

    Tool to retrieve CRM lead information from Zoom IQ Revenue Accelerator (ZRA). Use when you need to fetch detailed lead information for specific CRM leads. Supports up to 100 lead IDs per request.

  • List ZRA CRM settings

    Tool to retrieve the current CRM API registration information for Zoom Revenue Accelerator (ZRA). Use when you need to view the configured CRM settings including type, name, currency, deal stages, and URL patterns.

  • List ZRA deals

    Tool to list deals from Zoom Revenue Accelerator (ZRA). Returns deal information including name, amount, stage, and owner details. Use when you need to retrieve CRM deal data from Zoom ZRA.

  • List ZRA scheduled items

    Tool to list scheduled Zoom Revenue Accelerator (ZRA) items. Use when you need to retrieve scheduled ZRA-related data. Returns an empty list when no scheduled items are available for the authenticated account.

  • List ZRA settings indicators

    Tool to retrieve account indicator settings for Zoom Revenue Accelerator (ZRA). Use when you need to view configured indicators that identify specific words, phrases, or sentences in conversations.

  • List ZRA user conversation playlists

    Tool to list conversation playlists for a specific user in Zoom Revenue Accelerator. Use when you need to retrieve playlists containing conversation clips for coaching or sharing purposes.

  • Move whiteboards to project

    Moves one or more whiteboards to a specified Zoom Whiteboard project. Use when you need to organize whiteboards by assigning them to a specific project for better management and access control. The maximum number of whiteboards that can be moved in a single request is 50.

  • Remove whiteboard classification

    Removes the classification label from a whiteboard. Use this action when you need to unassign or clear a security classification label from an existing whiteboard. Not supported in Gov cluster. Each whiteboard can only have one classification label at a time — calling this action removes the currently applied classification, if any. This action is reversible — you can apply a new classification label afterward using the ApplyClassificationToWhiteboard action.

  • Remove whiteboards from project

    Removes one or more whiteboards from a specified Zoom Whiteboard project. This action is irreversible — once whiteboards are removed from a project, they cannot be automatically restored to that project. Use when you need to clean up whiteboards from a project or reassign them to a different project.

  • Update a meeting

    To update a meeting via API, ensure `start_time` is future-dated; `recurrence` is needed. Limit: 100 requests/day, 100 updates/meeting in 24 hrs. Requires `meeting:write` and `meeting:write:admin` scopes, with a `LIGHT` rate limit.

  • Update classification label

    Updates an existing classification label in Zoom Whiteboard. Use this action when you need to modify the name, color, sensitivity level, description, guideline URL, or default status of an existing classification label. Only the fields provided in the request body will be updated. Changes are saved as a draft and may need to be published separately. Use this action when you need to rename a classification label to better reflect its purpose, update the color coding for visibility, adjust sensitivity levels to match your organization's security policies, or change which label is set as the default for new whiteboards. Note: This action modifies existing data but is not destructive — the classification label and all associated whiteboards remain intact even after updates.

  • Update a whiteboard project

    Updates the name of an existing whiteboard project in Zoom. This action allows you to rename a project to better reflect its content or purpose. The project_id is required to identify which project to update. This action is commonly used when reorganizing whiteboard content or updating project names to reflect new themes. Use this action when you need to rename a whiteboard project to better organize your Zoom whiteboards, update project names to reflect new topics or purposes, or batch-rename projects as part of a larger content management workflow. Note: This action modifies existing data but is not destructive — the project and all its associated whiteboards remain intact even after a name change.

  • Update project collaborators

    Updates collaborator permissions for a whiteboard project. Use this action when you need to change the permission level of one or more collaborators on a whiteboard project. This allows reassigning roles such as changing a viewer to an editor or promoting a collaborator to owner status. **Prerequisites:** - The user must be the project owner or have admin permissions - The whiteboard project must exist and be accessible **Required fields:** project_id, collaborators (list with collaborator_id and role for each) **Common errors:** - "User not found" - The collaborator ID does not match a Zoom user - "Project not found" - Invalid project ID - "Invalid collaborator role" - Role value must be 0, 1, 2, 3, or 4

  • Update whiteboard collaborator

    Updates collaborator settings for a whiteboard. Changes the permission role for one or more collaborators on the whiteboard. Use this action when you need to modify what access levels collaborators have, such as promoting a viewer to editor or demoting an owner to co-owner. Note: When assigning a new Owner or Co-owner, the user must belong to the same account as the original Owner. If ownership is transferred, the original owner automatically becomes a Co-owner. This action is irreversible once the role changes are saved.

  • Update whiteboard share settings

    Updates the sharing settings for a whiteboard, controlling who can access and edit the whiteboard. Use this action when you need to change the share permissions, visibility scope, or access role for a specific whiteboard. The API returns HTTP 204 No Content on success.

  • Update ZRA conversation comment

    Tool to update a comment in a Zoom Revenue Accelerator conversation. Use when you need to modify the text, mentions, or timestamp of an existing comment.

  • Update ZRA conversation host

    Tool to update the host of a Zoom Revenue Accelerator (ZRA) conversation. Use when you need to transfer conversation ownership to a different user.

  • Upload Whiteboard File

    Uploads a file to be used in Zoom Whiteboard. Supports PDF and Visio (.vsdx) file formats. Use when you need to import external documents into Zoom Whiteboard for collaboration and editing. The file upload uses a separate file API endpoint (fileapi.zoom.us).

  • Validate marketplace app manifest

    Tool to validate a Zoom Marketplace app manifest before submission or update. Use when you need to verify that an app manifest configuration is valid and meets Zoom's requirements.

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Questions other Zoom users had before signing up

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Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Zoom login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Zoom or delete everything any time.

What happens when Zoom updates their app?

We handle it. When Zoom adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Zoom takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Zoom — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Zoom on FormWise

Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools

Connect Zoom once and your FormWise AI gets 90 things it can do inside it. That means your AI can handle the Zoom work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Zoom? Take a look at www.zoom.com.

Stop doing the Zoom work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.