Zoom Chat Access Requirements

Summary

You will need to configure two Zoom Apps to set up Zoom Chat with Moveworks.

Both can be created at https://marketplace.zoom.us/develop/create.

  1. The Zoom Server-to-Server App will be used to create and update your organization’s user roster.
    1. From the setup you will need to provide your Moveworks Customer Support team with:
      1. Account ID
      2. Client ID
      3. Client Secret
  2. The Zoom General Chatbot App will be added as a bot to your Zoom instance’s chat and is what users will be able to interact with.
    1. From the setup you will need to provide your Moveworks Customer Support team with:
      1. Prod Client ID
      2. Prod Client Secret
      3. Prod Bot JID
      4. Secret Token

💡

Make sure your Zoom Account Admin has enabled the creation of Zoom Server-to-Server Apps.

Zoom App Development Homepage: https://marketplace.zoom.us/

App # 1: Server-to-Server App

  1. Navigate to the Zoom App Creation Page: https://marketplace.zoom.us/develop/create

  2. Select Server-to-Server OAuth App, click Create, and name your app.

  3. Name your app (ex. Moveworks Server to Server App)

  4. After naming your app you will be brought to this page, make sure to save your Account ID, Client ID, and Client Secret. Your Moveworks Customer Support team will need this information to authenticate the Server-to-Server App. Click Continue after saving these values.

  5. Fill out the required fields on the Information screen and click Continue

  6. Click Add Scopes and select the following scopes:

    1. user:read:user:admin

    2. user:read:list_users:admin

  7. Continue to the next page and click Activate your app

  8. You should see a success message confirming your app is activated.

  9. Be sure to provide the following values to your Moveworks Customer Success team.

    1. Account ID
    2. Client ID
    3. Client Secret
    4. Secret Token

App #2: General Chatbot App

  1. Navigate to the Zoom App Creation Page: https://marketplace.zoom.us/develop/create

  2. Select General App, click Create.

  3. Update App Name and Icon at the top left (ex. Moveworks General Chatbot App

  4. Click on the Production tab, then select Admin Managed and click Save

    📘

    Ensure you are in the Production tab for all of the following steps

  5. Enter the following values under Oauth Information:

    1. Oauth Redirect URL: https://oauth.pstmn.io/v1/callback

    2. OAuth Allow Lists: https://app.moveworks.ai/



  6. Save your Client ID, & Client Secret values and send them to your Moveworks Customer Success team.

  7. Go to the Access page, save your Secret Token value and send it to your Moveworks Customer Success team.

  8. Navigate to the Surface page and select Team Chat

  9. Scroll down and enable Team Chat Subscription

    1. Enter https://app.moveworks.ai/bot_jid/zoom/events in the Bot Endpoint URL and press Save

  10. This will generate you a new Bot JID value, save the Bot JID to send to your Customer Success Team and to use in the next step

  11. Edit the Team Chat Subscription you just enabled and update the Bot Endpoint URL to https://app.moveworks.ai/{your bot_jid}/zoom/eventsreplacing {your bot_jid} with your copied value and click https://app.moveworks.ai/bot_jid/zoom/events


  1. On the Scopes page, add the following Scopes

    1. imchat:bot (Note: This may be already selected by default)

    2. user:read:user:admin

    3. user:read:list_users:admin

  2. Be sure to provide the following Production values to your Moveworks Customer Success team.

    1. Client ID
    2. Client Secret
    3. Secret Token
    4. Bot JID