Integrate your favorite tools - Zoom & Zoom Chat - to create a single source of truth using Coda.
Within this article, you'll find...
Installing the Zoom Pack
If you haven't yet added the Zoom Pack to your doc, follow the steps below:
Click the Insert menu in the upper right of your Coda doc, and choose Packs
Search for Zoom and choose the "Packs" option (not "Packs Tables")
Click Sign in to install and sign in using your Zoom account
Choose which type of view permissions you'd like your doc to have. For more on Pack accounts and permissions, check out this article.
Functionality for Zoom Chat
Make your life easier by sending Zoom Chat messages right from Coda!
You can use the Zoom pack to send messages directly from your Coda doc with the click of a button. This makes managing tasks and your team even easier. Before you begin, install the Zoom pack to your Coda doc. See above for instructions on how to install it.
Getting Started
Once you've authenticated with the Zoom pack you can send messages directly from inside your doc.
To do so, insert a button in the canvas or within a column (column type 'button'), and select Zoom > Send message to user or Send message to channel as the button type. Then fill out each field in the button configuration.
To point the button to a Zoom chat channel, choose send message to channel and enter the channel name in the field.
To point to a specific person, you can use their email address directly in the field. If you have a people column in the same table, you can point the field to [Person].[Email] as in the example below.
One thing to note: the message will come from whichever Zoom account is listed in the Account field of the button.
Send a Zoom Chat to multiple people
Imagine you have a table that contains a list of tasks. In this table, you have the following columns for each task listed: Task, Assigned, and Due date. We can achieve this with a button press using the Zoom pack and formulas in Coda.
To send a message to all members mentioned in the Assigned column (assuming this is a People column format), we’ll take advantage of the email addresses associated with every Coda profile to send notifications directly to each assignee’s DMs.
To begin, add a new button to the table. Then, click the f button to bypass the formula builder and add your own custom formula like this.row assigned.email. If you opt to copy & paste the formula below, be sure to update inputs like the User's private Slack account authentication key and any column references that don't exactly match up.
Functionality for Zoom Meetings
The Zoom pack supports synchronizing information in your doc about recordings and tables and scheduling meetings via a button or automation. Extended scenarios are also possible with webinars allowing you to retrieve information about your scheduled webinars and the attendees.
Creating a new meeting via a button
To add a Zoom meeting via a button, take the following steps:
On a new line on the page, type /button and click “New button.”
Under Action select Zoom → CreateMeeting.
Pick the account to use for this action. If you've allowed shared accounts to take actions, you'll see shared accounts here. If you've opted to require each doc user to add their own account, you can use "User's Private Account." To add a new account, select "Set up another account."
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Set the meeting topic and optional fields for start, end, agenda, and password.
Synchronizing Meetings or Recordings
You can also create a new table that synchronizes all scheduled meetings:
On a new line on the page, type /zoom and click Zoom under the heading Pack Tables.
Select the type of data you’d like to sync - either MyMeetings or MyRecordings.
Click on Choose what to sync and customize your sync settings. You can choose the date range, and sync policies (frequency and size limit).
Finally, click on Sync now to kick things off.
Advanced Scenarios
Advanced scenarios are also possible formulas for Webinars and Meetings. You can retrieve information about Meetings or Webinars given their link or id. Given a webinar instanceId, you can also retrieve information about the attendees (registrants) for the webinar.
See the formulas Zoom::Meeting, Zoom::Webinar and Zoom::WebinarRegistrants for more details.