From aa8b80a2773981994739000cb10f23780f361681 Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Fri, 6 Nov 2026 11:04:13 -0800 Subject: [PATCH] docs(zoom): clarify account selection and separate search connections --- apps/docs/content/docs/integrations/zoom.mdx | 19 ++++++++++++++++++- apps/docs/content/docs/search/zoom.mdx | 4 ++-- 2 files changed, 20 insertions(+), 3 deletions(-) diff --git a/apps/docs/content/docs/integrations/zoom.mdx b/apps/docs/content/docs/integrations/zoom.mdx index bdc7f802c83..316e6e41fb3 100644 --- a/apps/docs/content/docs/integrations/zoom.mdx +++ b/apps/docs/content/docs/integrations/zoom.mdx @@ -12,7 +12,24 @@ import { ReferenceDetails } from "@/components/ui/reference-details" {/* MANUAL-CONTENT-START:intro */} Use [Zoom](https://zoom.us/) to manage meetings, retrieve invitations and recordings, and list past participants. Meeting and recording webhooks can start workflows. -Connect a Zoom account from the block or **Integrations** in your workspace sidebar. For account-level authentication, follow the [Server-to-Server OAuth setup](/integrations/zoom-service-account). Manage or disconnect the saved credential from **Integrations**. +### Connect your account + +Connect from a Zoom block or from **Integrations** in your workspace. For an account-level connection, use [Server-to-Server OAuth](/integrations/zoom-service-account). + +1. Open **Integrations → Zoom** in your workspace and select **Add to Sim → Connect with OAuth**. +2. Give the connection a name you will recognize in the workflow's **Zoom Account** picker. +3. On Zoom's authorization page, check the signed-in account. Select **Switch account** if needed, then authorize Sim. +4. Return to your workflow and select that saved connection in the Zoom block. For a read-only check, choose **List Meetings** with user ID `me`. + +The picker lists saved connection names. If you have several Zoom accounts, give each connection a distinct name and select the one you want in each block. + +### Disconnect + +Manage the saved connection in **Integrations** to disconnect it from Sim. Workflows that use it will need another connection. To revoke the Zoom grant, open **Zoom App Marketplace → My Library**, find Sim, and select **More → Remove**. Revoking the grant can affect other Sim connections using that same Zoom account and app. + +Disconnecting does not delete Zoom meetings, recordings, or existing Sim workflow logs. Contact [help@sim.ai](mailto:help@sim.ai) for support or data-deletion requests. + +[Zoom Search](/search/zoom) uses a separate read-only app and connection. A workflow connection does not authorize Search. {/* MANUAL-CONTENT-END */} Connection guides: [Server-to-server OAuth apps](/integrations/zoom-service-account). diff --git a/apps/docs/content/docs/search/zoom.mdx b/apps/docs/content/docs/search/zoom.mdx index bde4fc30578..579dc86032d 100644 --- a/apps/docs/content/docs/search/zoom.mdx +++ b/apps/docs/content/docs/search/zoom.mdx @@ -10,7 +10,7 @@ When Zoom Search is enabled for your organization, connect your own account to f Zoom Search requires deployment enablement and organization access before setup or retrieval is available. Ask your admin about availability if Zoom is missing. 1. An admin adds **Zoom → Member accounts** in **Settings → Sources**. -2. Each person selects **Integrations → Zoom → ⋯ → Connect**, signs in, and authorizes the read permissions. Zoom account-admin approval may be needed. +2. Each person opens **Integrations → Zoom**, selects **Connect**, and authorizes the read permissions. Your Zoom admin may need to approve the app. 3. Return to Sim, confirm the account appears, and search a known meeting. Read the result and follow its source link. A workflow Zoom connection does not authorize Search. Its dedicated app registration prevents Search reauthorization from replacing or narrowing a workflow app's grant. @@ -43,7 +43,7 @@ The connection uses PKCE and `client_secret_basic`. Sim requests only those two ## Disconnect and troubleshoot -In **Integrations**, open Zoom's **…** menu, select **Disconnect** for the account, and confirm. This stops use in the organization. Workflows using that same connection lose access; other members' connections are unaffected. +Open **Integrations → Zoom**, select **Disconnect**, and confirm. Workflows that use this managed connection lose access too. Workflow blocks that use a separate Zoom OAuth connection keep their access. To remove Zoom authorization too, open **Zoom App Marketplace → My Library**, find the Search app, and select **More → Remove**. Account admins may control removal. Disconnecting does not delete meetings/recordings or existing Sim conversations. [Zoom removal instructions](https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0062865).