Adding the App

Liz supports two methods for connecting your Zoom account: OAuth and Server-to-Server (S2S).

OAuth is recommended for most users.
Server-to-Server is suited for organizations that want account-level access without individual user authorization.

Prerequisites

• You must be an admin of your Liz organization.
• For OAuth: a Zoom account with cloud recording enabled.
• For Server-to-Server: Owner or Developer role on your Zoom account to create apps in the Zoom Marketplace.

Option A: Connect with OAuth

1. In Liz, navigate to Settings → Integrations → Zoom.
2. Select the OAuth tab.
3. Click Connect with OAuth. You will be redirected to Zoom's authorization page.
4. Sign in to Zoom (if not already signed in) and approve the requested permissions.
5. You will be redirected back to Liz. A success message confirms the connection.
6. Liz begins syncing your meeting transcripts automatically in the background.

Option B: Connect with Server-to-Server

1. Go to https://marketplace.zoom.us and click Build App in the Develop dropdown (top-right corner). Your Zoom role must be Owner or Developer.
2. Choose Server-to-Server OAuth App and click Create.
3. Name your app (for example: Liz Integration) and click Create.
4. Fill in the required Basic Information and Developer Contact Information fields.
5. Under Scopes, add the following:

user:read:user:admin
cloud_recording:read:list_user_recordings:admin
meeting:read:list_meetings:admin
meeting:read:meeting:admin
cloud_recording:read:list_recording_files:admin


6. Go to Activation and click Activate your app.
7. Copy the Account ID, Client ID, and Client Secret from the App Credentials page.
8. In Liz, navigate to Settings → Integrations → Zoom.
9. Select the Server-to-Server tab.
10. Paste your Account ID, Client ID, and Client Secret. Optionally provide a display name.
11. Click Connect Server Account.
12. Liz validates your credentials and scopes, then begins syncing transcripts in the background.

Connecting Multiple Accounts

You can connect multiple Zoom accounts to a single Liz organization.

Each connection appears separately on the Zoom integration settings page and shows:

• Connection method
• Date connected
• User who configured the integration

Troubleshooting

“Invalid credentials” error (S2S)

Double-check that the Account ID, Client ID, and Client Secret were copied correctly with no trailing spaces.
Also confirm the app has been activated in the Zoom Marketplace.

“Missing required scopes” error (S2S)

Your Server-to-Server app is missing one or more required scopes.
Return to the app configuration on marketplace.zoom.us and add all five scopes listed above.

“Connection failed” error (OAuth)

Try again. If the issue persists:

• Ensure your Zoom account has the necessary permissions.
• Confirm that browser pop-ups or redirects are not being blocked.

No transcripts appearing after connection

Liz syncs cloud recording transcripts.

Make sure that:

• Cloud recording is enabled
• Automatic transcription is enabled

Both settings are located in:

Zoom → Settings → Recording

Only meetings with cloud-recorded transcripts will appear.

Managed Zoom accounts

If your Zoom account is managed by an organization, your Zoom admin may need to grant the required permissions or scopes before you can connect.

Usage

Meeting Transcript Sync

Liz automatically syncs meeting transcripts from all connected Zoom accounts on a recurring schedule.

It pulls transcripts from cloud recordings going back up to 365 days from the initial connection.

Prerequisite:
Cloud recording and automatic transcription must be enabled in your Zoom account settings.

AI-Powered Meeting Summaries

Each synced transcript is automatically summarized by AI into a structured summary covering:

• Topics discussed
• Decisions made
• Blockers
• Next steps
• Open questions

Meetings are also classified as either customer calls or internal meetings.

Prerequisite:
Transcripts must be synced first. Summarization runs automatically after each sync.

Customer Theme Extraction

Liz identifies recurring themes from customer meetings — the topics, concerns, and requests customers bring up repeatedly.

Themes are tracked over time and linked back to the specific meetings where they were discussed.

Prerequisite:
Only customer-classified meetings with completed summaries are analyzed.

AI Assistant Integration

The Liz AI assistant can answer questions about your Zoom meetings directly in chat.

You can:

• Search meetings by keywords, participants, date ranges, or customer themes
• Retrieve full meeting summaries for any synced meeting
• Generate alignment reports showing how engineering work (tickets or commits) maps to customer themes from Zoom calls

Prerequisite:
At least one Zoom account must be connected with synced and summarized transcripts.

Removing the App

Disconnecting from Liz

1. Navigate to Settings → Integrations → Zoom.
2. Find the account in the Connected Zoom Accounts list.
3. Click the delete button next to the account.
4. The connection is removed immediately.

What Happens When You Disconnect

• Liz stops syncing new transcripts from that Zoom account.
• Liz deletes stored authentication credentials immediately.
• Previously synced transcripts, summaries, and themes remain available.
• If the same Zoom account is reconnected later, Liz will not create duplicate meeting records.

Revoking Access from Zoom (OAuth)

If you connected via OAuth, you can revoke access directly from Zoom.

1. Sign in to https://zoom.us
2. Go to Settings → Apps, or open the Zoom Marketplace and click Manage → Installed Apps.
3. Find the Liz app and click Remove.

This revokes Liz’s OAuth tokens. The connection will stop working on the next sync attempt. You should also disconnect the integration from the Liz side.

Deactivating a Server-to-Server App

If you connected via Server-to-Server:

1. Go to https://marketplace.zoom.us
2. Click Manage and find your Server-to-Server app
3. Deactivate or delete the app

You should also disconnect the integration from Liz afterward.

Data Deletion

If you want Liz to delete all previously synced meeting data — including transcripts, summaries, and themes — contact support.

Disconnecting an account alone does not delete historical data.