Installation

Connect your Zoom account to Rootly via OAuth to enable automatic meeting creation during incidents, with links shared in Slack and Teams channels.

Before You Begin

We recommend performing the installation with a shared service account (e.g., [e-mail]) rather than a personal account. This ensures the integration continues working if someone leaves the company. Ensure you are logged in as an Admin in Rootly.

Connect Your Zoom Account

To connect Zoom to Rootly, you will authorize Rootly via OAuth. This grants Rootly the permissions it needs to create and manage meetings on your behalf.

1. Open Rootly Integrations

   Navigate to Configuration → Integrations in Rootly.

   
2. Find and set up Zoom

   Search for Zoom and click Setup.

   
3. Sign in to Zoom

   Select your sign-in method — Google, SSO, or email and password.

   
4. Select your account

   Choose the Zoom account you want to connect to Rootly.

   
5. Create or confirm your Zoom account

   If no Zoom account exists for this email, you will be prompted to create one.

   

   
6. Authorize Rootly

   Review and accept the OAuth permissions to grant Rootly access to your Zoom account.

   
7. Confirm connection

   You will be redirected back to Rootly with a success message. The integration status will show Connected with your Zoom account email.

   

Your Zoom account is now connected to Rootly. You can configure meeting name defaults and recording preferences from the integration settings page.

OAuth Scopes

Rootly requests the following Zoom permissions during authorization:

Scope	Purpose
meeting:write	Create meetings on behalf of the connected account
meeting:read	Read meeting details to generate join links
user:read	Read user information to assign hosts
user_zak:read	Required by Zoom SDK — not actively used by Rootly

Uninstall

In Rootly:

1. Go to Configuration → Integrations and find Zoom
2. Click the Connected button to reveal the disconnect option
3. Click Delete

In Zoom (to fully revoke access):

1. Log in to your Zoom account and navigate to the Zoom App Marketplace
2. Click Manage → Apps on Account or search for the Rootly app
3. Click the Rootly app and select Remove or Disable