This is just another CiviCRM extension which integrates with Zoom. Provides the following features:
- CiviRule to create Zoom Webinar from Event and create Zoom Meeting from Event
- CiviRule to update Zoom details
- CiviRule to delete a Zoom
- CiviRule to add an Event Participant to a Zoom
- CiviRule to delete a Participant from a Zoom
- Scheduled Job to import Zoom Webinars and Zoom Events as CiviCRM Events
- Scheduled Job to check CiviCRM Events linked to Zoom and import the Zoom registrations, attendees and absentees. Record as CiviCRM Participants and update Participant Status.
The extension is licensed under AGPL-3.0.
JWT Apps are deprecated on Zoom, so to ensure continued function this app has been converted to use OAuth Server-to-Server. Existing installations configured to use a JWT App will need to create and connect to a new app according to the instructions in the Getting Started section below.
- Zoom OAuth Server-to-Server credentials are required for this Integration. Create an OAuth
Server-to-Server App in the Zoom Marketplace.
- Fill in the App Details
- Move through to the Scopes tab and ensure that the App has the appropriate scope permissions:
- View all user meetings /meeting:read:admin, meeting:read:past_meeting:admin, meeting:read:meeting:admin, meeting:read:list_past_participants:admin, meeting:read:list_past_instances:admin, meeting:read:registrant:admin, meeting:read:list_registrants:admin, meeting:read:participant:admin, meeting:read:list_meeting, meeting:read:list_meetings:admin
- View and manage all user meetings /meeting:write:admin, meeting:write:registrant:admin, meeting:update:meeting:admin, meeting:delete:meeting:admin, meeting:write:meeting:admin, meeting:delete:registrant:admin
- View all user information /user:read:admin, user:read:list_users:admin, user:read:user:admin
- View all user Webinars /webinar:read:admin, webinar:read:list_past_instances:admin, webinar:read:list_absentees:admin, webinar:read:webinar:admin, webinar:read:list_past_participants:admin, webinar:read:participant:admin, webinar:read:registrant:admin, webinar:read:list_registrants:admin, webinar:read:list_webinars, webinar:read:list_webinars:admin
- View and manage all user Webinars /webinar:write:admin, webinar:delete:registrant:admin, webinar:update:webinar:admin, webinar:delete:webinar:admin, webinar:write:webinar:admin, webinar:write:registrant:admin
- Continue to Activation and Activate your app
- Load the App Credentials tab to get the Account ID, Client ID and Client Secret
- In CiviCRM, go to the Zoom Settings page, Administer / Zoom Settings.
- Insert the Account ID, Client ID and Client Secret from above.
- Set the other options on the Zoom Settings page, as required.
- The following Scheduled Jobs are provided:
- Import Zoom Webinars and Meetings - Enable this Scheduled Job if you want to create CiviCRM Events from Zooms. Specify a day offset to process Zooms with a start date either in the last X days (by providing a negative number) or from a future date. The default day_offset is -90 which will process Zooms with a start date in the last 90 days.
- Import Zoom Registrations, Attendees, Absentees - Enable this Scheduled Job if you want to create CiviCRM Participant records in CiviCRM from Zoom registrations, attendance and absentees. This job will only process CiviCRM Events which are linked to a Zoom. Specify a day offset to process Events with a start date either in the last X days (by providing a negative number) or from a future date. The default day_offset is -90 which will process Events with a start date in the last 90 days. Note: As this Scheduled Job checks CiviCRM Events linked to a Zoom, it is a good idea to run this job after the Import Zoom Webinars and Meetings job.
You use CiviRules to define the logic of when a Zoom should be created, updated, or deleted. Or if a Zoom Participant should be added or deleted. This allows for customisation of how you wish to mark Events for Zoom integration. For example, you can target by Event Type, or you could use a custom "Does this Event require Zoom?" field. You may also wish to add additional actions before or after Zoom action.
Here is an example configuration using Event Types to create, update, and delete Zoom entities.
Default Rules are provided for your reference in the /optional directory. You can also refer to the Tests
section as a guide for configuring your rules.
This extension by default creates Zoom meetings/webinars for the Owner account.
If the user account you wish to host the Zoom meetings/webinars is not the Owner, you can set the CiviRules actions to schedule the meeting for another account. To do so, the target account must have Schedule Privileges enabled for the Owner account.
- Login as an Owner/Admin user account.
- In the Admin navigation menu, click on Settings.
- Under Schedule Privilege, next to "Assign scheduling privilege toAssign scheduling privilege to", click Edit or Add. Note If you don't see this option, you may not have permission to set Schedule Privileges. Contact the Zoom Account Owner to grant you permission, or to do the next steps in Zoom for you.
- Under Users, enter the email address of the Owner account.
- (Optional) Set addtional options (see Zoom documentation)
- Save your settings.
- In CiviCRM, edit your Zoom CiviRule.
- Edit the "Create Zoom Meeting From Event" or "Create Zoom Webinar From Event" action.
- Add your Admin user account email in "If you would like to schedule this meeting for someone else in your account, provide the Zoom user id or email address of the user here". NOTE this is the user account used to create the OAuth Server-to-Server app.
- Save your changes and test.
- The Zoom Meeting/Webinar should be scheduled with the admin email account as host.
Zoom Zoom is provided with optional default configuration sets.
- Default CiviRules rulesets zoom_zoom_default_rules-v2.zip
- Sample schedule reminder message template
zoom_zoom_schedule_reminder-v1.zip
- You can then create a schedule reminder from "Administer / Communications / Schedule Reminders"
- Press the Add Reminder button
- For the Used For field, select Event Type
- Your Event Type field should be Meeting and Webinar for the default setup, or use the event types you have configured for the Zoom Meeting, Event Type and Zoom Webinar, Event Type in the extension configuration at "Administer / Zoom Settings"
- For Participant Status, select Registered
- Fill out the rest of the basic fields as required
- Under Email: Use Template, select Zoom Event Reminder
- The HTML Format field will the have the imported template inserted into it, ready to be customised.
The third party extension, CiviCRM Configuration Loader (configitems) is no longer supported. See active bug reports.
You can refer to the exported rulesets' code to help you build your rules.
The following tests were performed for verification.
Disclaimer: This is not an exhaustive list of test cases and scenarios. Tests will be performed as required, and recorded here.
- CiviCRM version : 5.75.1
- CiviRules version : 3.11
| Result | Test | Expect |
|---|---|---|
| PASS | Event created of Zoom enabled type | Event is created. A single Zoom Entity is generated, and details saved to the Event. |
| PASS | Event created from Event Template of Zoom enabled type | Event is created. A single Zoom Entity is generated, and details saved to the Event. |
| PASS | Event created of NOT Zoom enabled type | Event is created. A Zoom entity is NOT generated. Saving the Event Info form again does NOT generate a Zoom entity. |
| PASS | Event of NOT Zoom enabled type is changed to Zoom enabled type | Event is updated to the Zoom enabled type. A single Zoom Entity is generated, and details saved to the Event. |
| PASS | Event created from Event Template of NOT Zoom enabled type | Event is created. A Zoom entity is NOT generated. Saving the Event Info form again does NOT generate a Zoom entity. |
| PASS | Event of Zoom enabled type is changed to NOT Zoom enabled type | Event is changed to the new type. The associated Zoom entity is unlinked from the Event and deleted from the Zoom account. |
| PASS | Event of Zoom enabled type has title, start and end dates changed | Event is updated. The associated Zoom entity is updated with the same details in the Zoom account - Zoom ID persists. |
Credit to Lighthouse Consulting and Design, Inc for developing https://github.com/lcdservices/biz.lcdservices.civizoom which was used as the basis for this new extension. Credit to Veda Consulting for developing https://github.com/veda-consulting-company/ncn-civi-zoom which was used as reference for the CiviRules implementation.
- PHP v7.4+
- CiviCRM 5.37+
Learn more about installing CiviCRM extensions in the CiviCRM Sysadmin Guide.
Sysadmins and developers may download the .zip file for this extension and install it with the
command-line tool cv.
cd <extension-dir>
cv dl au.com.agileware.zoomzoom@https://github.com/agileware/au.com.agileware.zoomzoom/archive/master.zipSysadmins and developers may clone the Git repo for this extension and install it with the command-line tool cv.
git clone https://github.com/agileware/au.com.agileware.zoomzoom.git
cv en zoomzoomThis CiviCRM extension was developed by the team at Agileware.
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- CiviCRM migration
- CiviCRM integration
- CiviCRM extension development
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Support your Australian CiviCRM developers, contact Agileware today!
