Laurel

The following article outlines the steps required to provision Zoom meeting and call collection in Laurel. Follow these instructions so you can deliver these values to your Laurel onboarding team:

- Account ID
- Client ID
- Client Secret
- Secret Token
- Verification Token expiration date

Enable the permissions to allow call capture:

A Zoom Account Administrator needs to access the following link and sign in: <a href="https://zoom.us/" rel="nofollow noopener noreferrer" target="_blank">One platform to connect | Zoom</a>

Enable the Server-to-Server OAuth application role: 

1. User Management &gt; Roles &gt; Role Settings &gt; Advanced features select the View and Edit check boxes for Server-to-Server OAuth app.
2. <a href="https://support.zoom.us/hc/en-us/articles/115001078646" rel="nofollow noopener noreferrer" target="_blank">Using role management</a> for details.

1. A Zoom Account Administrator needs to access the following link and sign in: <a href="https://zoom.us/" rel="nofollow noopener noreferrer" target="_blank">One platform to connect | Zoom</a>
2. Enable the Server-to-Server OAuth application role: 
 1. User Management &gt; Roles &gt; Role Settings &gt; Advanced features select the View and Edit check boxes for Server-to-Server OAuth app.
 2. <a href="https://support.zoom.us/hc/en-us/articles/115001078646" rel="nofollow noopener noreferrer" target="_blank">Using role management</a> for details.

Server-to-Server OAuth app role management

Create a OAuth application by having a Zoom Account Administrator access the following link and sign in: <a href="https://marketplace.zoom.us/" rel="nofollow noopener noreferrer" target="_blank">App Marketplace (zoom.us)</a>

Go to Develop &gt; Build App

Find the Server-to-Server OAuth app type and click the Create button

On the App Name field type “Laurel Zoom Assistant” and click the Create button

1. Go to Develop &gt; Build App
2. Find the Server-to-Server OAuth app type and click the Create button
3. On the App Name field type “Laurel Zoom Assistant” and click the Create button

Add a Laurel logo to make the application easy to recognize

Copy and save the Account ID, Client ID, and the Client secret values for later use

1. Add a Laurel logo to make the application easy to recognize
2. Copy and save the Account ID, Client ID, and the Client secret values for later use
3. Click Continue button

Short Description = Laurel Assistant Zoom integration

1. Name = Agent Team
2. Email = <a href="mailto:agent@laurel.ai" rel="nofollow noopener noreferrer" target="_blank">agent@laurel.ai</a>

1. App name = Laurel Assistant
2. Short Description = Laurel Assistant Zoom integration
3. Company Name = Laural Inc.
4. Developer Contact Information
 1. Name = Agent Team
 2. Email = <a href="mailto:agent@laurel.ai" rel="nofollow noopener noreferrer" target="_blank">agent@laurel.ai</a>
5. Click Continue button

Copy and save the Secret Token value for later use

Toggle the Event Subscriptions button

On the Subscription name field, set the value to Meeting &amp; Phone

Retrieve <code>customerId</code> from the solutions team at Laurel

On Event notification endpoint URL set value:

1. <a href="https://cloud-assistant-zoom.iad.prd.timeautomation.com/api/v1/notifications?customer_id=&lt;customerId" rel="nofollow noopener noreferrer" target="_blank">https://cloud-assistant-zoom.iad.prd.timeautomation.com/api/v1/notifications?customer_id=&lt;customerId</a>&gt;

On the Event notification receiver, make sure the All users in the account option is selected

1. Under Event Type -&gt; select Meeting on the left and then check End Meeting on the right
2.

1. Under Event Typ -&gt; select Zoom Phone on the left and the check 
2. Caller call log is completed 
3. Callee call log is completed
4. 
5. Click the Save button
6. Click the Continue button

1. Copy and save the Secret Token value for later use
2. Toggle the Event Subscriptions button
3. On the Subscription name field, set the value to Meeting &amp; Phone
4. Retrieve <code>customerId</code> from the solutions team at Laurel
5. On Event notification endpoint URL set value:
 1. <a href="https://cloud-assistant-zoom.iad.prd.timeautomation.com/api/v1/notifications?customer_id=&lt;customerId" rel="nofollow noopener noreferrer" target="_blank">https://cloud-assistant-zoom.iad.prd.timeautomation.com/api/v1/notifications?customer_id=&lt;customerId</a>&gt;
6. On the Event notification receiver, make sure the All users in the account option is selected
7. Click + Add Events button
8. To track Meetings, select:
 1. Under Event Type -&gt; select Meeting on the left and then check End Meeting on the right
 2. 
 
9. To track Zoom Phone calls, select:
 1. Under Event Typ -&gt; select Zoom Phone on the left and the check 
 2. Caller call log is completed 
 3. Callee call log is completed
 4. 
 5. Click the Save button
 6. Click the Continue button

Laurel supports both scopes, but only one type of scope should be selected.

One at a time search for the scopes in the above list:

1. 
    
2. Check the box to add the searched scope
3. This is what granular scopes should look like at the end.
4. 
    

1. Click + Add scopes button
2. One at a time search for the scopes in the above list:
 1. 
 
 2. Check the box to add the searched scope
 3. This is what granular scopes should look like at the end.
 4. 
 
3. Click Continue

Once you have completed all of the steps above, please provide the following app data to Laurel so we can ensure everything is set up correctly. 

Verification Token expiration date

- Account ID
- Client ID
- Client secret
- Secret Token
- Verification Token expiration date

Classic Scopes	Granular Scopes
meeting:read:admin phone:read:admin report:read:admin user:read:admin	meeting:read:meeting:admin meeting:read:past_meeting:admin phone:read:call_log:admin phone:read:user:admin report:read:user:admin report:read:list_meeting_participants:admin user:read:user:admin

Overview

Zoom Server to Server Setup

Enable permissions

Create a Server-to-Server OAuth app

Build App

App Credentials

Information

Feature

Scopes

Activation

Provide App info to Laurel Team