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Overview

Our Zoom integration leverages workflows to automatically create a Zoom link associated with an incident. If you are unfamiliar with how Workflows function please visit our Workflows documentation first.

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Available Workflow Actions

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Create a Zoom Room

This action allows you to create a Zoom link for an incident.

Rootly enforces that each incident has only one associated Zoom link. If you were to run the same automation multiple times, the associated Zoom link will be updated to the latest.

If your incident requires additional Zoom links, you can declare a sub-incident off of the main incident and create additional Zoom links for sub-incidents.

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Name

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

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Meeting Name

This field allows you to set the Zoom meeting’s title. The default is set to {{ incident.title }} to match the title of your incident. This field supports Liquid syntax.

TIP: You can use the Incident Variable Explorer to test out what value each liquid variable returns.

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Password

This field allows you to set the Zoom meeting’s password. You can also pre-set this password by using Liquid syntax, such as {{ secrets.zoom_meeting_password }}. We recommend you leave this field empty and allow Rootly to generate a secure password.

TIP: You can use the Incident Variable Explorer to test out what value each liquid variable returns.

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Create as User

This field allows you to specify the creator of the Zoom meeting by providing their email address. The email address must already be associated with a Zoom account. This field supports Liquid syntax. We recommend that you either set this to reference the creator or the commander of the incident (e.g. {{ incident.creator | get: 'email' }}) or set it to a service account (e.g. rootly-zoom@company.com)

TIP: You can use the Incident Variable Explorer to test out what value each liquid variable returns.

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Alternative Hosts

This field allows you to specify other hosts of the Zoom meeting by providing their email addresses. The email addresses must already be associated with Zoom accounts.

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Auto Recording

This field allows you to enable recording of the Zoom meeting at the start. There are three options in the dropdown:

  1. None: The Zoom meeting will not be recorded.
  2. Local: The Zoom meeting will be recorded, and the recording will be saved locally to your device.
  3. Cloud: The Zoom meeting will be recorded, and the recording will be saved to the cloud.

You can always manually initiate recording during the meeting.

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Slack Channels

This field is a dropdown that allows you to select one or more Slack channels from your Slack Workspace. If provided, the output will be sent to the Slack channel(s). You can use {{ incident.slack_channel_id }} or {{ parent_incident.slack_channel_id }} to notify your incident channel or the parent incident channel, respectively.

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Support

If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.