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Zoom integration

Zoom lets Dainvo create, update, read, join, and delete supported Zoom meetings from the calendar event workflow.

Adding the App​

Use this section when you want Dainvo to create and manage Zoom meetings from Dainvo calendar events.

Prerequisites:

  • A Dainvo account and the Dainvo desktop app.
  • A Zoom account that can authorize Marketplace apps.
  • Zoom admin approval if your organization requires it.
  • A writable calendar connected in Dainvo if you want Dainvo to add Zoom meeting details to calendar invites.

Steps:

  1. Open Dainvo.
  2. Go to Settings > Connected accounts.
  3. Select Connect Zoom.
  4. Sign in to Zoom in the browser window that opens.
  5. Approve the requested Zoom permissions for reading, creating, updating, and deleting meetings, plus reading your Zoom user profile.
  6. Return to Dainvo after the browser authorization completes.
  7. Confirm that Zoom appears in Settings > Connected accounts as a connected account.
  8. Create or edit a calendar event and choose Zoom as the online meeting provider.

If adding the app fails, see the Troubleshooting guide below.

Usage​

Connect a Zoom Account​

Use case: Connect Zoom so Dainvo can offer Zoom as an online meeting provider in the calendar event editor.

Prerequisites:

  • A Zoom account that can authorize the Dainvo Zoom app.
  • Approval from your Zoom account admin if your Zoom organization restricts Marketplace app authorization.

How to use it:

  1. Open Settings > Connected accounts.
  2. Select Connect Zoom.
  3. Complete the Zoom OAuth authorization flow in your browser.
  4. Return to Dainvo and confirm the Zoom account is listed.

Create a Zoom Meeting for a Calendar Event​

Use case: Schedule a calendar event in Dainvo and have Dainvo create the Zoom meeting and add the join link to the invite.

Prerequisites:

  • A connected Zoom account in Dainvo.
  • A writable calendar selected in Dainvo.
  • A calendar event with a start time, end time, and title.

How to use it:

  1. Open the Dainvo calendar.
  2. Create a new event or open an existing event without an online meeting.
  3. Turn on Online meeting.
  4. Choose Zoom as the meeting provider.
  5. Save the event.

Dainvo creates a scheduled Zoom meeting, stores the Zoom meeting ID for future updates, and adds the Zoom join URL to the calendar event so attendees can join from the calendar invite.

Update a Zoom Meeting​

Use case: Change the schedule or details for a Dainvo event that already has a Zoom meeting.

Prerequisites:

  • The Zoom account used for the meeting is still connected.
  • The Zoom meeting still exists in Zoom.
  • The calendar event is still editable.

How to use it:

  1. Open the event in Dainvo.
  2. Edit the event title, start time, end time, description, or attendees.
  3. Save the event.

Dainvo updates the Zoom meeting schedule and topic where supported. Attendee changes are handled through the calendar event invite, not through Zoom registrant APIs.

Join or Share a Zoom Meeting​

Use case: Join a Zoom meeting from Dainvo or copy meeting details for another participant.

Prerequisites:

  • The event has an active Zoom meeting.
  • The Zoom join URL is available on the event.

How to use it:

  1. Open the event in Dainvo.
  2. Use Join Zoom meeting to open the Zoom join link in your browser.
  3. Use the meeting details menu to view or copy available meeting information.

Remove a Zoom Meeting From an Event​

Use case: Cancel or remove the Zoom meeting attached to an event before removing the Zoom integration.

Prerequisites:

  • The Zoom account used for the meeting is still connected.
  • The event has an active Zoom meeting.

How to use it:

  1. Open the event in Dainvo.
  2. Cancel or delete the online meeting from the event workflow.
  3. Save the event.

Removing the Zoom integration from Dainvo does not automatically delete already-created Zoom meetings. Cancel or delete meetings through the event workflow before disconnecting Zoom if you want those meetings removed.

Removing the App​

You can remove Zoom access from Dainvo, from Zoom, or both.

Remove Zoom From Dainvo​

  1. Open Dainvo.
  2. Go to Settings > Connected accounts.
  3. Find Zoom in the connected accounts list.
  4. Select Remove.
  5. Confirm the removal.

Remove Dainvo From Your Zoom Account​

  1. Sign in to the Zoom App Marketplace.
  2. Open Manage > Added Apps.
  3. Find Dainvo.
  4. Select Remove.
  5. Confirm the removal in Zoom.

Implications of Removal​

  • Dainvo can no longer create, read, update, or delete Zoom meetings for the removed Zoom account.
  • Existing Zoom meetings are not automatically deleted just because the Zoom account is disconnected from Dainvo.
  • Existing calendar events may still contain Zoom join links that were already written to those calendar invites.
  • To delete an existing Zoom meeting, cancel or delete that meeting before removing the Zoom integration, or remove it directly in Zoom after deauthorization.
  • You can reconnect Zoom later from Settings > Connected accounts.

Data Handling After Removal​

  • When you remove Zoom from Dainvo, Dainvo deletes the locally stored Zoom OAuth token state for that connected account.
  • If the saved Zoom account record is removed, Dainvo removes the local provider account record for Zoom.
  • Dainvo does not keep using Zoom access or refresh tokens after the account is removed.
  • Dainvo may retain normal calendar event data and previously written meeting details, such as a Zoom join URL or meeting ID on an existing event, so historical calendar entries remain readable.
  • Removing Dainvo from the Zoom App Marketplace prevents future Zoom API access until you reconnect Zoom.

Troubleshooting​

Connect Fails​

  • Confirm your Zoom account allows Marketplace app authorization.
  • If your organization requires admin approval, ask your Zoom admin to approve Dainvo.
  • Try Connect Zoom again from Settings > Connected accounts.

Meeting Permission Error​

  • Reconnect Zoom from Settings > Connected accounts.
  • Approve all requested Zoom meeting and user permissions.

Token Expired or Revoked​

  • Use Reconnect in Settings > Connected accounts.
  • If reconnect does not work, remove Zoom from Dainvo and add it again.

Existing Meeting Cannot Update​

  • Confirm the meeting still exists in Zoom.
  • Confirm the meeting belongs to the connected Zoom account.
  • Confirm the calendar event is still editable in Dainvo.

Zoom Option Is Disabled in the Event Editor​

  • Confirm Zoom is connected in Settings > Connected accounts.
  • Confirm the selected calendar is writable.
  • Reconnect Zoom if Dainvo reports missing meeting permissions.

Support​

If the issue continues, contact Dainvo support and include your Dainvo account email, the connected calendar provider, the action you were trying to complete, and any error message shown in Dainvo.

Official References​