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Before You Begin

We recommend performing the installation with a shared service account (e.g., incidents@yourcompany.com) rather than a personal account. This ensures the integration continues working if someone leaves the company. Ensure you are logged in as an Admin in Rootly.

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Connect Your Zoom Account

To connect Zoom to Rootly, you will authorize Rootly via OAuth. This grants Rootly the permissions it needs to create and manage meetings on your behalf.
1

Open Rootly Integrations

Navigate to Configuration → Integrations in Rootly.
Configuration menu showing Integrations option in Rootly sidebar
2

Find and set up Zoom

Search for Zoom and click Setup.
Zoom integration card in Rootly integrations catalog
3

Sign in to Zoom

Select your sign-in method — Google, SSO, or email and password.
Zoom sign-in method selection screen
4

Select your account

Choose the Zoom account you want to connect to Rootly.
Account selection for Zoom sign-in
5

Create or confirm your Zoom account

If no Zoom account exists for this email, you will be prompted to create one.
Zoom account creation prompt
Zoom account setup confirmation
6

Authorize Rootly

Review and accept the OAuth permissions to grant Rootly access to your Zoom account.
Zoom OAuth permission request for Rootly
7

Confirm connection

You will be redirected back to Rootly with a success message. The integration status will show Connected with your Zoom account email.
Zoom integration successfully connected in Rootly
Your Zoom account is now connected to Rootly. You can configure meeting name defaults and recording preferences from the integration settings page.

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OAuth Scopes

Rootly requests the following Zoom permissions during authorization:
ScopePurpose
meeting:writeCreate meetings on behalf of the connected account
meeting:readRead meeting details to generate join links
user:readRead user information to assign hosts
user_zak:readRequired by Zoom SDK — not actively used by Rootly

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Uninstall

In Rootly:
  1. Go to Configuration → Integrations and find Zoom
  2. Click the Connected button to reveal the disconnect option
  3. Click Delete
Click the Connected button to reveal the Disconnect option
In Zoom (to fully revoke access):
  1. Log in to your Zoom account and navigate to the Zoom App Marketplace
  2. Click Manage → Apps on Account or search for the Rootly app
  3. Click the Rootly app and select Remove or Disable