arrow_backAdmin Guides
~10 min setup
Connect Zoom
Give Sandra the ability to schedule Zoom meetings, send invitations, and share join links on behalf of your organization.
What Sandra can do with Zoom
| Capability | Description |
|---|---|
| Schedule meetings | Create meetings with topic, date/time, duration, timezone |
| Invite attendees | Automatically add emails as meeting invitees |
| Share join links | Provide the meeting join URL and start URL |
| Meeting settings | Waiting room, host & participant video enabled by default |
Prerequisites: A Zoom account with admin/developer access, access to the Zoom App Marketplace, and Sandra Admin Portal access.
1. Create a Server-to-Server OAuth app
1
Go to the Zoom App Marketplace → Develop → Build App
2
Choose Server-to-Server OAuth and click Create
3
Name the app
Sandra AI⚠️ Important: Choose specifically Server-to-Server OAuth, not “OAuth” or “Webhook Only.”
2. Copy your credentials
On the App Credentials page, copy these three values:
| Field | Description |
|---|---|
| Account ID | Your Zoom account identifier |
| Client ID | The app’s unique identifier |
| Client Secret | The app’s secret key (keep this safe!) |
3. Add required scopes
1
In your app settings, go to the Scopes tab → + Add Scopes
2
Add:
meeting:write:admin and meeting:write3
Click Done
4. Activate the app
1
Go to the Activation tab → click Activate your app
2
Status should change to Active ✓
5. Configure Sandra
Option A: Environment variables
env
ZOOM_ACCOUNT_ID=AbCdEfGhIjKlMn
ZOOM_CLIENT_ID=xYzAbCdEfGhIjKl
ZOOM_CLIENT_SECRET=a1b2c3d4e5f6...Option B: Admin Portal
1
Admin Portal → Settings → Zoom Connection
2
Enter the Account ID, Client ID, and Client Secret
3
Click Save → Test Connection
6. Verify
1
Dashboard → System → check that Zoom shows a green indicator
2
In chat, try: “Schedule a Zoom meeting for tomorrow at 2pm, 30 minutes”
Troubleshooting
Invalid credentials
Double-check Account ID, Client ID, and Client Secret. Ensure the app is activated.
Insufficient scopes
Verify both meeting:write:admin and meeting:write scopes are added. You may need to deactivate and reactivate after adding scopes.
Token errors
If you rotated the Client Secret on Zoom’s side, update it in Sandra.
shieldSecurity notes
- • Uses Server-to-Server OAuth — no user-facing redirects
- • Credentials encrypted at rest; tokens short-lived (1 hour)
- • Only
meeting:writescope — cannot read recordings, chats, or other data - • Revoke access by deactivating the app on marketplace.zoom.us
← Google Workspace
Gmail, Calendar, Drive setup.
Connect WhatsApp →
Messaging channel setup.